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Joshua Nathanial Pauli

Bankers Life Advisory Services, Inc.

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About Joshua Nathanial Pauli

Joshua Nathanial Pauli is a registered representative with Bankers Life Advisory Services, Inc.. Joshua has been in the securities industry since March 22, 2018. Joshua is licensed in 51 states and the District of Columbia. Previously, Joshua was registered with Benjamin F. Edwards & Company, Inc. and U.S. Bancorp Investments, Inc..

Firm Information

Joshua Pauli 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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Joshua Pauli’s Registration & Firm History

IL

07/17/2023 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

MO

09/13/2021 - 07/12/2023

BENJAMIN F. EDWARDS & COMPANY, INC. (ST. LOUIS MO)

MO

08/12/2019 - 09/14/2021

U.S. BANCORP INVESTMENTS, INC. (SAINT LOUIS MO)

MO

03/23/2018 - 08/14/2019

TD AMERITRADE, INC. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 03/05/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/03/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/20/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/29/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/23/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Nathanial Pauli.
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