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Jamie Sue Weller

Bankers Life Securities, Inc.

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About Jamie Sue Weller

Jamie Weller is a financial advisor with Bankers Life Securities, Inc., licensed in Michigan, Arizona, Florida and Texas. Jamie has been in the financial industry since October 2019. Jamie has passed the Series 6TO, Series 63 and SIE exams.

Firm Information

Jamie Weller 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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Jamie Weller’s Registration & Firm History

MI

10/05/2019 - Present

Bankers Life Securities, Inc. (OKEMOS MI)

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Licenses & Designations

BC

Issued 10/16/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/05/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jamie Sue Weller. Review regulatory record here.
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