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Steven Mack Gray

Bankers Life Securities, Inc.

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About Steven Mack Gray

Steven Mack Gray is a financial professional with over 20 years of experience in the industry. Currently, Steven is registered with Bankers Life Securities, Inc. in Arizona and Nebraska. Previously, Steven has held positions at Transamerica Financial Advisors, Inc, Princor Financial Services Corporation, Mutual of Omaha Investor Services, Inc., Woodmen Financial Services, Inc., Foresters Equity Services, Inc. and Mutual of Omaha Investor Services, Inc. Steven holds the Series 6, Series 26 and Series 63 licenses.

Firm Information

Steven Gray 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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Steven Gray’s Registration & Firm History

AZ

08/19/2016 - Present

Bankers Life Securities, Inc. (PHOENIX AZ)

AZ

10/22/2015 - 07/11/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (PHOENIX AZ)

AZ

05/23/2013 - 10/16/2013

PRINCOR FINANCIAL SERVICES CORPORATION (PHOENIX AZ)

AZ

05/11/2009 - 06/04/2013

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (PHOENIX AZ)

NE

11/21/2002 - 04/03/2009

WOODMEN FINANCIAL SERVICES, INC. (OMAHA NE)

CA

10/17/2000 - 11/20/2002

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

IA

03/15/1999 - 12/22/2000

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

NE

01/01/1997 - 03/01/1999

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

BC

Issued 11/11/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/02/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/24/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Mack Gray.
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