Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott David is an investment advisor representative with Bankers Life Advisory Services, Inc. Michael is also a registered representative with Bankers Life Advisory Services, Inc. Michael has been in the financial services industry since 2018 and has a strong track record of success. Michael is committed to providing clients with personalized financial advice and investment solutions. Michael holds the Series 6, Series 63, Series 6TO and SIE licenses. In addition, Michael is also a licensed insurance agent with Bankers Life and Casualty Company. Michael is a dedicated professional with a deep understanding of the financial markets and a passion for helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
12/20/2023 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
OK
07/23/2018 - 12/24/2019
BANKERS LIFE SECURITIES, INC. (TULSA OK)
IA
Issued 12/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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