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Michael Marks Simmers

Bankers Life Securities, Inc.

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About Michael Marks Simmers

Michael Simmers is a financial professional registered with Bankers Life Securities, Inc. Michael has been in the industry since 2022 and has been registered in North Carolina, South Carolina, and Virginia. Michael has passed the Series 63, Series 6TO, and SIE exams. Michael's previous employer was First Citizens Investor Services, Inc.

Firm Information

Michael Simmers 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 Simmers’s Registration & Firm History

NC

04/06/2023 - Present

Bankers Life Securities, Inc. (New Bern NC)

NC

02/15/2022 - 01/31/2023

FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)

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Licenses & Designations

BC

Issued 02/24/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/15/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/01/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Marks Simmers.
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