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Steven N
Series 66, Series 63
Pendleton, IN
Bankers Life Advisory Services, Inc.
Steven Navel is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. Prior to his current role, he held positions at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., as well as roles with Summit Smart Farm, Distynct, Aquatrols, and Elanco Animal Health. He holds the Series 66 and Series 63 designations. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolios aligned with clients’ goals, risk tolerances, and time horizons.
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