Cheryl L. Heilman
Professional summary
Cheryl Lynn Heilman, who also goes by Cheryl Lynn Davis, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Chicago, Illinois and BANKERS LIFE SECURITIES, INC. located in Chicago, Illinois.
Cheryl is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Cheryl has worked at 7 firms and has passed the Series 65, Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 53, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Cheryl Lynn Heilman's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 21, 2019 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 303 E. Wacker Drive 5th Fl, Chicago, IL 60601February 11, 2019 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 303 E Wacker Drive 5th Fl, Chicago, IL 60601Office #2: 303 E Wacker Drive 5th Fl, Chicago, IL, 60601July 7, 2010 - December 31, 2012
AMERITAS INVESTMENT COMPANY, LLC
January 8, 2004 - March 4, 2005
THE ADVISORS GROUP, INC.
October 31, 2003 - January 30, 2019
AMERITAS INVESTMENT COMPANY, LLC
March 21, 2002 - October 31, 2003
THE ADVISORS GROUP, INC.
July 15, 1998 - November 1, 2001
COMPULIFE INVESTOR SERVICES, INC.
May 13, 1998 - March 18, 2002
IFG NETWORK SECURITIES, INC.
February 8, 1991 - April 3, 1997
T.R. WINSTON & COMPANY, LLC
Primary Firm SEC Registration
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/11/2019)
(6/21/2019)
(5/17/2019)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationFINRA
Current Firm
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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