AO
Andrea R. Oliverio
BANKERS LIFE ADVISORY SERVICES
Pittsburgh, PA 15235
Some features on this profile are disabled
CRD#: 6081092
AO
Professional summary
Andrea Rose Oliverio is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Pittsburgh, Pennsylvania and BANKERS LIFE SECURITIES, INC. located in Pittsburgh, Pennsylvania.
Andrea is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Andrea has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
BANKER'S LIFE & CASUALTY, INC POSITION: INSURANCE AGENT AND UNIT SALES MANAGER NATURE: INSURANCE INVESTMENT RELATED: NO NUMBER OF HOURS: 60 INVESTMENT RELATED HOURS: 40 START DATE: 05/19/2009 ADDRESS: 3 PARKWAY CENTER, SUITE 100, PITTSBURGH PA 15220 DESCRIPTION: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. INVESTMENT PROPERTY 545 TEECE AVE PITTSBURGH, PA 15202 POSITION: owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 545 teece ave, pittsburgh PA 15202, United States DESCRIPTION: Hello,I am in the process of purchasing a rental property from one of my BLAS/BLC clients. Her name is Lori Johnston TQC-059401.The address is 545 Teece Ave Pittsburgh PA 15202My husband Mansour and I are purchasing her home that she is selling. We are using an attorney to complete this sale.My husband and I will purchase this home with a combination of cash from savings and a home equity line of credit. We are looking to close of this home late December.Once the home is in my name, my plan is to rent out the property as it is a duplex. RENTAL/AIRBNB POSITION: OWNER NATURE: RENTAL PROPERTY INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/05/2023 ADDRESS: 545 TEEECE AVE, PITTSBURGH PA 15202, United States DESCRIPTION: I OWN A RENTAL DUPLEX WITH MY HUSBAND. WE RECENTLY PURCHASED IT AND ARE IN THE PROCESS OF RENOVATING THE PROPERTY. WE CURRENTLY DO NOT HAVE ANY OCCUPANTS. OUR PLAN IS BY APRIL 1ST TO RENT THIS AS AN AIRBNB FOR BOTH UNITS.I AM RESPONSIBLE TO ALL OPERATIONS INVOLVING THIS MATTER
CRS (Client Relationship Summary) - RIA
Click below to view Andrea Rose Oliverio's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 11, 2019 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 500 Penn Center Boulevard Ste 300, Pittsburgh, PA 15235RIA
CRD#: 281285
Pittsburgh, PA
Current
May 26, 2016 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 500 Penn Center Blvd Ste 300, Pittsburgh, PA 15235BD
CRD#: 173962
Pittsburgh, PA
Past
August 1, 2012 - May 26, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
PITTSBURGH, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(8/25/2021)
RR
Michigan(7/23/2020)
RR
Minnesota(6/25/2024)
RR
Nebraska(10/23/2024)
RR
New Hampshire(9/6/2022)
RR
Ohio(5/26/2016)
RR
Pennsylvania(5/26/2016)
IAR
Pennsylvania(11/11/2019)
RR
West Virginia(5/26/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 E. Wacker Drive 5th Fl, Chicago, IL 60601
Mailing Address
Phone number
(844) 553-9083
Established
Firm type
Fiscal year end
# of Employees
384
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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