Timothy E. Winchester
Professional summary
Timothy Eugene Winchester is a registered financial professional currently at BANKERS LIFE SECURITIES, INC. located in Chicago, Illinois.
Timothy is registered as a RR (Registered Representative) and started their career in finance in 1992. Timothy has worked at 10 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Timothy Eugene Winchester's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 26, 2016 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 303 E Wacker Drive 5th Fl, Chicago, IL 60601June 9, 2010 - May 26, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
July 9, 2008 - May 28, 2010
UVEST FINANCIAL SERVICES GROUP, INC.
January 1, 2005 - June 6, 2008
VOYA FINANCIAL ADVISORS, INC.
August 11, 2003 - January 1, 2005
INTERLINK SECURITIES CORP.
December 1, 2000 - July 18, 2003
AMERITAS INVESTMENT COMPANY, LLC
March 18, 1999 - December 5, 2000
OSAIC WEALTH, INC.
August 9, 1995 - October 20, 1998
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
April 8, 1992 - May 5, 1995
METROPOLITAN LIFE INSURANCE COMPANY
April 8, 1992 - May 5, 1995
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/26/2016)
(5/26/2016)
Exams
Series 52TO
Date: 2/14/2023
Municipal Securities Representative ExaminationFINRA
Current Firm
BANKERS LIFE SECURITIES, INC.
CRD#: 173962 / SEC#: , 8-69562
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CDOC, INC. | PARENT COMPANY | |
| GOLDBERG, SCOTT LOUIS | BOARD MEMBER | 5296395 |
| HEILMAN, CHERYL LYNN | PRESIDENT/CEO/DIRECTOR | 2114445 |
| JOSEPHSON, STEVEN M | COO, DIRECTOR | 2239540 |
| KELLY, BRETT J | DIRECTOR, BLS OPERATIONS | 4818868 |
| LAMSON, MARK LEE | DIRECTOR OF SALES PRACTICE | 1796166 |
| MCDONOUGH, PAUL H | BOARD MEMBER | 7089411 |
| ROBERTS, ALBERTA STEPHENS | CHIEF COMPLIANCE OFFICER/ SECRETARY | 2681068 |
| TUCKER, CLARK BOMAR | FINOP | 1977842 |
Disclosures
| Regulatory Event | 1 |
| Civil Event | 1 |
Red Flags
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