TA
Teresa L. Abramson
BANKERS LIFE ADVISORY SERVICES
Orange City, FL 32763
Some features on this profile are disabled
CRD#: 7340721
TA
Professional summary
Teresa Louise Abramson, who also goes by Teresa Louise Young, Terry Young, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Orange City, Florida and BANKERS LIFE SECURITIES, INC. located in Orange City, Florida.
Teresa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Teresa has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Teresa Louise Young | Terry Young
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.
Working for Bankers Life & Casualty (Insurance Company) since May 2020, Currently located in Orange City, FL 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. PHILANTHROPIC EDUCATIONAL ORGANIZATION POSITION: Member, 6/1/2023 will become Corresponding Secretary NATURE: Philanthropic organization which educates women through scholarships, grants, awards, loans and stewardship of Cottey College. INVESTMENT RELATED: No NUMBER OF HOURS: 9 SECURITIES TRADING HOURS: 0 START DATE: 05/06/2022 ADDRESS: 3700 Grand Avenue, Des Moines IA 50312, United States DESCRIPTION: Corresponding Secretary, receives letters from members and present to the local chapter. WEST VOLUSIA CHAMBERS OF COMMERCE POSITION: member NATURE: Marketing - online business directory listing, online calendar event listing, event hosting, spotlight presentations. Networking - attendance at weekly networking meetings, women's networking events, men's networking events. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: 132 Treemonte Drive, Orange City FL 32763, United States DESCRIPTION: I will be connected to opportunities for networking, advocacy, education and professional development through an organization devoted to supporting a thriving business environment. NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS (NAIFA) POSITION: Member NATURE: Advocate for insurance and financial professionals on behalf of members, clients, consumers of an industry. Educate your community by becoming a subject matter expert and being a resource for the community. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: 2901 Telestar Court, Falls Church VA 22042, United States DESCRIPTION: Member. Advocate, Educate, Differentiate. I want to be able to be better at educating my local community o what life insurance can do for them. NAIFA provides avenues to network and volunteering to educate the community.
CRS (Client Relationship Summary) - RIA
Click below to view Teresa Louise Abramson'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
August 2, 2021 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 2751 Enterprise Rd Ste 201, Orange City, FL 32763RIA
CRD#: 281285
Orange City, FL
Current
March 1, 2021 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 2751 Enterprise Rd Ste 201, Orange City, FL 32763BD
CRD#: 173962
Orange City, FL
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
Colorado(1/24/2022)
RR
Florida(3/2/2021)
IAR
Florida(8/2/2021)
RR
Kentucky(7/12/2024)
RR
Louisiana(1/24/2022)
RR
Missouri(11/18/2024)
IAR
Missouri(11/19/2024)
RR
Texas(7/25/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/21/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 3/1/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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.
