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Sara Jane Mitchell

Bankers Life Securities, Inc.

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About Sara Jane Mitchell

Sara Mitchell is a registered representative with Bankers Life Securities, Inc. in Erie, PA. Sara has been in the securities industry for over a year and is registered in both Pennsylvania and New York. She holds Series 6, 63, and SIE licenses and has experience in investment company products/variable contracts.

Firm Information

Sara Mitchell 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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Sara Mitchell’s Registration & Firm History

PA

06/22/2021 - Present

Bankers Life Securities, Inc. (ERIE PA)

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Licenses & Designations

BC

Issued 08/04/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/22/2021

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

BC

Issued 05/03/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sara Jane Mitchell.
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