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Michael J. Buckley

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CRD#: 1023956
MB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Joseph Buckley, who also goes by Mike Buckley, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1982. Michael had worked at 8 firms and has passed the Series 63, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mike Buckley

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 17, 2008 - April 27, 2012

BLC FINANCIAL SERVICES, INC.

BD
CRD#: 126638
CHICAGO, IL
Past

January 4, 2006 - December 31, 2007

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
CHARLOTTE, NC
Past

October 14, 2004 - December 31, 2005

BLC FINANCIAL SERVICES, INC.

BD
CRD#: 126638
CHICAGO, IL
Past

October 31, 2003 - July 16, 2004

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

July 29, 2003 - August 24, 2004

THE ADVISORS GROUP, INC.

RIA
CRD#: 14035
BOSTON, MA
Past

July 17, 2003 - October 31, 2003

THE ADVISORS GROUP, INC.

BD
CRD#: 14035
BETHESDA, MD
Past

January 25, 1999 - December 17, 2001

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
PHOENIX, AZ
Past

November 11, 1996 - November 9, 1998

AMERICAN GENERAL EQUITY SERVICES CORPORATION

BD
CRD#: 5435
HOUSTON, TX
Past

April 2, 1982 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

February 21, 1982 - March 19, 1996

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/18/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BF
BLC FINANCIAL SERVICES, INC.
BLC FINANCIAL SERVICES, INC.

CRD#: 126638 / SEC#: , 8-65898

BD
Terminated by SEC on 06/26/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 03/17/2003
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BANKERS LIFE AND CASUALTY CO.OWNER
BONACH, EDWARD JOHNDIRECTOR
GOLDBERG, SCOTT LOUISVICE PRESIDENT5296395
JACKSON, RONALD LEECHIEF COMPLIANCE OFFICER1436312
KAEHR, THOMAS RICHARDPRESIDENT, FINOP4601435
PERRY, SCOTT RICHARDDIRECTOR4656648
VALDEZ, JAMES JOSEPHSECRETARY4656726

Disclosures


Regulatory Event14

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BLC FINANCIAL SERVICES, INC.

CRD#: 126638

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