linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kayzia Williams

Bankers Life Advisory Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kayzia? Claim Your Profile

About Kayzia Williams

Kayzia Williams is a financial professional associated with Bankers Life Advisory Services, Inc. Kayzia is a registered representative with FINRA and is licensed in Nevada. Kayzia has been in the financial services industry since 2024 and holds Series 7TO and SIE licenses. Kayzia provides investment advice and financial planning services to individuals and retirement plans. Kayzia is also a licensed insurance agent for Bankers Life and Casualty Company, writing business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and long-term care insurance. In addition to her client services, Kayzia is also a unit field trainer, recruiting and training new insurance agents for Bankers Life and Casualty Company.

Firm Information

Kayzia Williams 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Non-discretionary investment consulting services

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kayzia Williams’s Registration & Firm History

IL

10/18/2024 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

Not sure if Kayzia Williams is right for you?

Licenses & Designations

BC

Issued 05/22/2024

Series 7TO - General Securities Representative Examination

BC

Issued 04/03/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kayzia Williams.
Not sure if Kayzia Williams is right for you?