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Patricia Kathleen Gerhardt

Bankers Life Securities, Inc.

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About Patricia Kathleen Gerhardt

Patricia Kathleen Gerhardt is a Registered Representative with Bankers Life Securities, Inc. located in Mount Laurel, New Jersey. Patricia has been in the industry since 1991 and is licensed in Florida, Maryland, New Jersey, Pennsylvania, and Virginia. Patricia has passed the Series 6, Series 63, and SIE exams. Prior to joining Bankers Life Securities, Inc., Patricia worked for HD Vest Investment Services, Conseco Securities, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Hornor, Townsend & Kent, Inc., and Waddell & Reed, Inc.

Firm Information

Patricia Gerhardt 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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Patricia Gerhardt’s Registration & Firm History

NJ

10/12/2016 - Present

Bankers Life Securities, Inc. (MOUNT LAUREL NJ)

PA

04/12/2002 - 10/21/2016

HD VEST INVESTMENT SERVICES (YARDLEY PA)

IN

06/17/1999 - 02/22/2002

CONSECO SECURITIES, INC. (CARMEL IN)

IN

12/11/1995 - 03/19/1999

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

12/11/1995 - 03/19/1999

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

PA

09/24/1992 - 10/09/1995

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

KS

12/12/1990 - 09/17/1992

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BC

Issued 10/26/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Patricia Kathleen Gerhardt. Review regulatory record here.
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