Unclaimed
Keith Lozowski is a financial advisor registered with Bankers Life Advisory Services, Inc. Keith has been in the industry since February 1999. Keith's primary focus is providing advisory services, primarily for individuals, and also for pension and profit-sharing plans. Keith can also provide financial planning and educational seminars. In addition to being an advisor, Keith also serves as an agent for Bankers Life & Casualty, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
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IL
11/17/2020 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
IA
Issued 09/28/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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