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Lonnie Oneal Speller

Bankers Life Securities, Inc.

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About Lonnie Oneal Speller

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.

Firm Information

Lonnie Speller is currently registered with Bankers Life Securities, Inc.. Bankers Life Securities, Inc. is a corporation formed on July 31, 2014. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. They have one approved SEC registration. The firm has been involved in one regulatory and one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

346

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.

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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Lonnie Speller’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lonnie Oneal Speller.
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