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Leana Marie Shoemaker is a registered Investment Advisor Representative with Bankers Life Advisory Services, Inc. Leana has been working in the financial services industry since 2015. Leana is licensed in Arizona and California, and holds a Series 65 license. Leana also offers insurance services through Bankers Life and Casualty Company. Leana provides financial planning, educational seminars, and portfolio management services for individuals. Leana has experience working with individuals and families.
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
06/14/2021 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
IA
Issued 06/12/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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