Unclaimed
Lonnie Oneal Speller is a registered representative with Bankers Life Securities, Inc. in Orlando, Florida. Lonnie has been in the securities industry since August 28, 2000. Lonnie previously worked at Lifemark Securities Corp., Foresters Equity Services, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, and Dime Securities, Inc. Lonnie has passed the Series 6, Series 7, and Series 63 examinations.
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.
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.
1
2
FL
08/31/2022 - Present
Bankers Life Securities, Inc. (Orlando FL)
NY
11/27/2018 - 08/22/2022
LIFEMARK SECURITIES CORP. (Baldwin NY)
NY
08/07/2002 - 11/06/2018
FORESTERS EQUITY SERVICES, INC. (MELVILLE NY)
MN
10/19/2000 - 03/27/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/19/2000 - 03/27/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
03/09/2000 - 10/05/2000
DIME SECURITIES, INC. (BROOKLYN NY)
BC
Issued 04/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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