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Sally Hoffman

Bankers Life Advisory Services, Inc.

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About Sally Hoffman

Sally Hoffman is a financial advisor with Bankers Life Advisory Services, Inc. Sally is a registered representative with both FINRA and the state of Pennsylvania. Sally has worked in the financial services industry since 2009 and holds Series 6, 7, 63, and 66 securities licenses as well as the SIE. Sally is also a Certified Financial Planner. Sally is a licensed insurance agent for Bankers Life & Casualty Company and provides financial advice to individuals, businesses, and pension and profit-sharing plans. Sally's prior experience includes working at ProEquities, Inc. and UVEST Financial Services Group, Inc..

Firm Information

Sally Hoffman 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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Sally Hoffman’s Registration & Firm History

PA

09/15/2016 - Present

Bankers Life Advisory Services, Inc. (KING OF PRUSSIA PA)

PA

06/09/2010 - 02/05/2016

PROEQUITIES, INC. (KING OF PRUSSIA PA)

PA

06/29/2009 - 05/28/2010

UVEST FINANCIAL SERVICES GROUP, INC. (KING OF PRUSSIA PA)

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Licenses & Designations

BOTH

Issued 09/10/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/26/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2011

Series 7 - General Securities Representative Examination

BC

Issued 06/26/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sally Hoffman.
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