Derric E. Contreras
Professional summary
Derric Eugene Contreras, who also goes by Derric Contreras, is a registered financial professional currently at BANKERS LIFE SECURITIES, INC. located in Colorado Springs, Colorado.
Derric is registered as a RR (Registered Representative) and started their career in finance in 2023. Derric has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Derric Eugene Contreras's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 6, 2026 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 1365 Garden Of The Gods Road Suite 150, Colorado Springs, CO 80907July 31, 2023 - July 30, 2024
CHARLES SCHWAB & CO., 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
Exams
Series 7TO
Date: 7/31/2023
General 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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Company Information
BANKERS LIFE SECURITIES, INC.
CRD#: 173962Colorado Springs, CO 80907TRUST BUT VERIFY
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