Carrie A. Gjovik
Professional summary
Carrie Anne Gjovik, who also goes by Carrie Mitchell, Carrie Szczesniak, is a registered financial professional currently at BANKERS LIFE SECURITIES, INC. located in Grove City, Pennsylvania.
Carrie is registered as a RR (Registered Representative) and started their career in finance in 2022. Carrie has worked at 2 firms and has passed the Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Carrie Anne Gjovik's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 1, 2023 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 15 Woodland Center Dr, Ste 2, Grove City, PA 16127January 8, 2022 - March 10, 2023
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/17/2023)
(8/15/2025)
(5/1/2023)
Exams
Series 6TO
Date: 1/7/2022
Investment Company Products/Variable Contracts 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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Company Information
BANKERS LIFE SECURITIES, INC.
CRD#: 173962Grove City, PA 16127TRUST BUT VERIFY
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