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Harry Zhang

Bankers Life Advisory Services, Inc.

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About Harry Zhang

Harry Zhang is a registered investment advisor representative with Bankers Life Advisory Services, Inc. Harry is a licensed advisor in New Jersey and New York, specializing in financial planning, portfolio management for individuals and selection of other advisors. Harry holds the Series 7TO and SIE licenses and the Series 66. Harry has been in the industry since 2018 and has experience working with individuals, pension plans, and high-net-worth individuals. In addition to working for Bankers Life Advisory Services, Inc., Harry also works as an agent for Bankers Life & Casualty Company, selling life insurance and long-term care policies.

Firm Information

Harry Zhang is currently registered with Bankers Life Advisory Services, Inc.. Bankers Life Advisory Services, Inc. is a Chicago, IL-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, educational seminars, and portfolio management for individuals and pension and profit-sharing plans. They also offer selection of other advisors and participate in wrap fee programs.
Bankers Life Advisory Services, Inc.

303 E. WACKER DRIVE

CHICAGO, IL 60601

$1.49B

Assets Under Management

Not reported

Total Clients

409

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Non-discretionary investment consulting services

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Harry Zhang’s Registration & Firm History

IL

09/23/2020 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 09/18/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/13/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/09/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Harry Zhang.
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