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John S
Series 65, Series 63
Frederick, MD
Bankers Life Advisory Services, Inc.
John Stakem Jr. is a financial advisor at Bankers Life Advisory Services, Inc. with six years of industry experience. He holds Series 65 and Series 63 designations and has worked with various entities under the Bankers Life umbrella since 2013. Outside of advisory services, he is also an insurance agent licensed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with tailored portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized investment strategies across multiple asset classes.
Brian F
Series 66
Frederick, MD
Bankers Life Advisory Services, Inc.
Brian Ferguson is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Bankers Life Securities, Inc. since 2016 and ProEquities, Inc. since 2015, alongside his ongoing role at Bankers Life since 2009. In addition to his advisory work, Ferguson serves as a Unit Supervisor and insurance agent, focusing on the sale and training related to non-variable insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.
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