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Nevine Magdy George

Bankers Life Advisory Services, Inc.

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About Nevine Magdy George

Nevine George is a registered investment advisor with Bankers Life Advisory Services, Inc., and has been in the industry since September 28, 2008. Nevine George is registered with the state of New Jersey and provides financial planning and portfolio management services. Nevine George has a diverse background, having worked with multiple firms in the past. Nevine George has extensive experience providing services to individuals and businesses, including pension planning, and has passed a number of exams, including Series 7, Series 10, Series 24, and Series 66.

Firm Information

Nevine George 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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Nevine George’s Registration & Firm History

NJ

04/26/2022 - Present

Bankers Life Advisory Services, Inc. (PERRINEVILLE NJ)

NJ

09/19/2018 - 04/12/2022

PFS INVESTMENTS INC. (MORGANVILLE NJ)

NJ

06/05/2018 - 08/05/2018

AXA ADVISORS, LLC (WALL NJ)

NJ

08/18/2016 - 12/31/2016

THE O.N. EQUITY SALES COMPANY (Manasquan NJ)

NJ

05/17/2011 - 08/25/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

NJ

09/15/2009 - 04/15/2010

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (MONROE TOWNSHIP NJ)

NJ

04/22/2009 - 08/06/2009

AXA ADVISORS, LLC (MANASQUAN NJ)

NJ

12/07/2006 - 09/10/2007

METLIFE SECURITIES INC. (ISELIN NJ)

NJ

12/07/2006 - 09/10/2007

NEW ENGLAND SECURITIES (ISELIN NJ)

NJ

12/07/2006 - 09/10/2007

TOWER SQUARE SECURITIES, INC. (ISELIN NJ)

NJ

12/07/2006 - 09/10/2007

WALNUT STREET SECURITIES, INC. (ISELIN NJ)

NJ

12/07/2006 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)

NY

05/06/2002 - 11/21/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/26/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/04/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/20/2011

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/18/2011

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/03/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nevine Magdy George.
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