DR
Daffodil J. Reid-alexander
BANKERS LIFE ADVISORY SERVICES
Fishkill, NY 12524
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CRD#: 6927175
DR
Professional summary
Daffodil Jaimieanne Reid-alexander, who also goes by Daffodil Reid-alexander, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Fishkill, New York and BANKERS LIFE SECURITIES, INC. located in Fishkill, New York.
Daffodil is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Daffodil has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Daffodil Reid-Alexander
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.
BANKERS LIFE & CASUALTY POSITION: Agent NATURE: Life & Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2010 ADDRESS: 300 Westage Business Center Dr #190, Fishkill NY 12524, United States 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. BAGSANDESSENTIALS POSITION: online business with my husband NATURE: online drop shipping business for bags. No products are stored.. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2016 ADDRESS: online (home address), 3133 Poplar St, Yorktown Heights NY 10598, United States DESCRIPTION: My husband is the main active participant. I spend on average 2 hours on the weekends. BESMATCH REAL ESTATE POSITION: Salesperson NATURE: Real Estate Organization that helps sellers and buyers with their real estate needs.. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/07/2011 ADDRESS: 4627 White Plains Rd, Bronx NY 10470, United States DESCRIPTION: To help sellers list their home for sale, or help buyers purchase a new home.
CRS (Client Relationship Summary) - RIA
Click below to view Daffodil Jaimieanne Reid-alexander'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
July 12, 2021 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 300 Westage Business Center Drive Ste 190, Fishkill, NY 12524RIA
CRD#: 281285
Fishkill, NY
Current
June 29, 2018 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 300 Westage Business Center Drive Ste 190, Fishkill, NY 12524BD
CRD#: 173962
Fishkill, NY
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
Connecticut(1/12/2021)
RR
New Jersey(1/12/2021)
RR
New York(8/23/2018)
IAR
New York(7/12/2021)
Exams
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285Fishkill, NY 12524TRUST BUT VERIFY
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