Unclaimed
Sally Levesque is a financial advisor affiliated with Bankers Life Securities, Inc. Sally has been a Registered Representative in the securities industry since August 25, 2013. Sally has Series 6 and Series 63 registrations and holds the SIE designation. Currently, Sally is registered to conduct business in Connecticut, Florida, Massachusetts, New Hampshire, New York, North Carolina and Rhode Island.
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.
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.
1
2
RI
05/26/2016 - Present
Bankers Life Securities, Inc. (WARWICK RI)
RI
08/26/2013 - 05/26/2016
PROEQUITIES, INC. (WARWICK RI)
BC
Issued 09/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sally Levesque is the right advisor for you? Invested Better is here to help.