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Jonathan S Beaupre

Bankers Life Securities, Inc.

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About Jonathan S Beaupre

Jonathan Beaupre is a financial advisor registered with Bankers Life Securities, Inc. Jonathan has been in the financial services industry since July 10, 2013 and has a Series 6 and Series 63 licenses. Jonathan has been registered with Bankers Life Securities, Inc. since May 26, 2016. Jonathan previously worked for PROEQUITIES, INC. Jonathan is licensed to sell securities in 13 states: California, Connecticut, Florida, Massachusetts, Missouri, New Hampshire, North Carolina, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont and Virginia.

Firm Information

Jonathan Beaupre 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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Jonathan Beaupre’s Registration & Firm History

RI

05/26/2016 - Present

Bankers Life Securities, Inc. (WARWICK RI)

RI

07/11/2013 - 05/26/2016

PROEQUITIES, INC. (WARWICK RI)

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Licenses & Designations

BC

Issued 08/01/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan S Beaupre.
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