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Heather Lynn Morrison

Bankers Life Securities, Inc.

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About Heather Lynn Morrison

Heather Lynn Morrison is a registered representative with Bankers Life Securities, Inc. Heather has been in the industry since 2004 and is licensed to provide financial services in Indiana and Ohio. Heather has experience with a variety of financial products and services, including securities, variable contracts, and investment company products. Heather is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Heather Morrison is currently registered with Bankers Life Securities, Inc.. Bankers Life Securities, Inc. is a corporation formed on July 31, 2014. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. They have one approved SEC registration. The firm has been involved in one regulatory and one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

346

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.

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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Heather Morrison’s Registration & Firm History

IN

03/09/2018 - Present

Bankers Life Securities, Inc. (MUNCIE IN)

IL

03/28/2005 - 12/31/2007

UVEST FINANCIAL SERVICES GROUP, INC. (CHICAGO IL)

TX

10/08/2004 - 01/04/2005

AFS BROKERAGE, INC. (AUSTIN TX)

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Licenses & Designations

BC

Issued 03/19/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/2018

Series 7 - General Securities Representative Examination

BC

Issued 10/06/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Heather Lynn Morrison. Review regulatory record here.
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