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Victoria Susan McMahon croce

Bankers Life Advisory Services, Inc.

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About Victoria Susan McMahon croce

Victoria McMahon croce is a registered investment advisor representative with Bankers Life Advisory Services, Inc., licensed to offer advisory services in New Jersey, Florida, and New York. Victoria is also a licensed insurance agent with Bankers Life & Casualty, providing health and life insurance products to the public. Victoria is a Series 6, 63, and 65 licensed professional with over 15 years of experience in the financial services industry. Victoria's focus is on helping individuals and families achieve their financial goals through comprehensive financial planning and portfolio management services. Victoria is passionate about empowering individuals to take control of their financial future and is committed to providing personalized guidance and support to her clients.

Firm Information

Victoria McMahon croce 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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Victoria McMahon croce’s Registration & Firm History

IL

05/06/2022 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

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Licenses & Designations

IA

Issued 05/04/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/04/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Victoria Susan McMahon croce.
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