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Sally M Levesque

Bankers Life Securities, Inc.

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About Sally M Levesque

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.

Firm Information

Sally Levesque 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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Sally Levesque’s Registration & Firm History

RI

05/26/2016 - Present

Bankers Life Securities, Inc. (WARWICK RI)

RI

08/26/2013 - 05/26/2016

PROEQUITIES, INC. (WARWICK RI)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Sally M Levesque. Review regulatory record here.
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