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Michael John Fontan

Bankers Life Securities, Inc.

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About Michael John Fontan

Michael John Fontan is a registered representative with Bankers Life Securities, Inc. Michael is licensed in South Carolina and has been in the industry since June 2016. Michael has passed the Series 6, Series 63, and SIE exams. Michael is currently located at the North Charleston, SC branch office of Bankers Life Securities, Inc.

Firm Information

Michael Fontan 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 Fontan’s Registration & Firm History

SC

06/10/2016 - Present

Bankers Life Securities, Inc. (North Charleston SC)

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Licenses & Designations

BC

Issued 07/28/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael John Fontan.
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