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Michael Jeff Taulbee

Bankers Life Securities, Inc.

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About Michael Jeff Taulbee

Michael Taulbee is a registered representative of Bankers Life Securities, Inc. Michael has been in the financial services industry since August 27, 2017. Michael has passed the Series 6, Series 63 and SIE exams. Michael is registered with the states of Indiana, Kentucky and Ohio. Michael has been with Bankers Life Securities, Inc. since August 28, 2017.

Firm Information

Michael Taulbee 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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Michael Taulbee’s Registration & Firm History

OH

08/28/2017 - Present

Bankers Life Securities, Inc. (West Chester OH)

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Licenses & Designations

BC

Issued 02/20/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Jeff Taulbee. Review regulatory record here.
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