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Samuel Wesley Whitehorn

Bankers Life Securities, Inc.

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About Samuel Wesley Whitehorn

Samuel Wesley Whitehorn is a financial advisor associated with Bankers Life Securities, Inc. and has been working in the financial services industry for over two years. Samuel is registered with the state of Oregon and Washington and holds the Series 7, Series 63, and Series 66 securities licenses. He also holds the SIE exam, which is a requirement for all securities professionals.

Firm Information

Samuel Whitehorn 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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Samuel Whitehorn’s Registration & Firm History

OR

11/08/2021 - Present

Bankers Life Securities, Inc. (PORTLAND OR)

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Licenses & Designations

BC

Issued 12/05/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/26/2024

Series 7TO - General Securities Representative Examination

BC

Issued 11/07/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/26/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel Wesley Whitehorn.
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