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Malinda Ann Choate

Bankers Life Advisory Services, Inc.

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About Malinda Ann Choate

Malinda Ann Choate has been working in the financial services industry since 1999 and is currently registered with Bankers Life Advisory Services, Inc. Malinda is a registered representative with the state of Michigan. She has a strong focus on providing financial planning and portfolio management for individuals. Malinda has experience working with clients of all ages and income levels. Her previous employers include Fifth Third Securities, Inc. and Old Kent Financial Advisors.

Firm Information

Malinda Choate 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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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percentage of assets

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

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other

Non-discretionary investment consulting services

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Malinda Choate’s Registration & Firm History

IL

05/17/2021 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

MI

05/02/2001 - 03/27/2008

FIFTH THIRD SECURITIES, INC. (YPSILANTI MI)

MI

07/23/1999 - 05/02/2001

OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)

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Licenses & Designations

BOTH

Issued 05/11/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/18/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/30/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/20/2020

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Malinda Ann Choate. Review regulatory record here.
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