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Ioan Grigor

Bankers Life Securities, Inc.

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About Ioan Grigor

Ioan Grigor is a financial professional with over 10 years of experience in the financial services industry. Ioan is currently registered with Bankers Life Securities, Inc. and holds Series 6, 7, and 63 licenses as well as the SIE exam. Prior to joining Bankers Life Securities, Inc., Ioan worked at PROEQUITIES, INC. Ioan Grigor is registered in Arizona, California, District of Columbia, Florida, Hawaii, Idaho, Nevada, New York, Oregon, Texas, Washington and West Virginia.

Firm Information

Ioan Grigor 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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Ioan Grigor’s Registration & Firm History

CA

05/26/2016 - Present

Bankers Life Securities, Inc. (NORTHRIDGE CA)

CA

06/06/2012 - 05/26/2016

PROEQUITIES, INC. (NORTHRIDGE CA)

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Licenses & Designations

BC

Issued 08/16/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2018

Series 7 - General Securities Representative Examination

BC

Issued 06/05/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Ioan Grigor. Review regulatory record here.
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