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Sarah Leigh miles Rodriguez

Bankers Life Advisory Services, Inc.

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About Sarah Leigh miles Rodriguez

Sarah Leigh miles Rodriguez is a registered Investment Advisor Representative with Bankers Life Advisory Services, Inc. Sarah has been in the financial services industry since 2008. Sarah holds Series 6, 7, 63 and 65 securities licenses. Sarah has a specialization in Retirement Planning, Insurance, Investments and Estate Planning. Sarah is also a licensed insurance agent with Bankers Life and Casualty Company.

Firm Information

Sarah Rodriguez 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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Sarah Rodriguez’s Registration & Firm History

PA

07/24/2023 - Present

Bankers Life Advisory Services, Inc. (ALLENTOWN PA)

PA

04/25/2007 - 04/24/2018

WELLS FARGO CLEARING SERVICES, LLC (ALLENTOWN PA)

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Licenses & Designations

IA

Issued 07/03/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/27/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2024

Series 7TO - General Securities Representative Examination

BC

Issued 04/24/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Sarah Leigh miles Rodriguez. Review regulatory record here.
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