Unclaimed
Rebecca Stapleton is a registered representative with Bankers Life Advisory Services, Inc. Rebecca has been in the financial services industry since May 2019. Rebecca is licensed to sell securities in VA. Rebecca has earned the Series 7TO and SIE. Rebecca also offers insurance services through Bankers Life and Casualty Company (BLC), including Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.
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
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2
IL
10/01/2024 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
BC
Issued 07/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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