Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suneel? Claim Your ProfileSuneel Jaitly is an investment advisor representative at Bankers Life Advisory Services, Inc. Suneel has been in the financial services industry since 2017 and holds both Series 63 and Series 65 licenses. Suneil previously worked at Principal Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fifth Third Securities, Inc., NYLIFE Securities LLC, and Pruco Securities, LLC. Suneel is registered with the state of North Carolina.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
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2
NC
02/05/2024 - Present
Bankers Life Advisory Services, Inc. (Charlotte NC)
NC
09/20/2023 - 01/17/2024
PRINCIPAL SECURITIES, INC. (Charlotte NC)
NC
02/16/2022 - 07/25/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
08/02/2021 - 12/13/2021
FIFTH THIRD SECURITIES, INC. (CHARLOTTE NC)
NC
02/06/2019 - 09/05/2019
NYLIFE SECURITIES LLC (CHARLOTTE NC)
NC
10/10/2017 - 01/04/2019
PRUCO SECURITIES, LLC. (CHARLOTTE NC)
IA
Issued 11/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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