AdFi
DP

Daniel Patrick Corey

Investment Adviser Representative at BANKERS LIFE ADVISORY SERVICES, INC.

Portland, ORCRD #6319568Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
States Registered
12 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 12 states
ArizonaArkansasCaliforniaIdahoKentuckyMichiganMississippiOregonTexasUtahVirginiaWashington
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/31/2019
Series 63
Uniform Securities Agent State Law Examination
Passed 9/25/2014
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/6/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/17/2014
Series 24
General Securities Principal Examination
Passed 12/30/2019

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Greater than $4 million0.30%
$2 million to $4 million0.40%
$1 million to $2 million0.50%
$1 million and below1.25%
Source

Bankers LIFE Advisory Services, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BANKERS LIFE ADVISORY SERVICES, INC.Current
2/26/2019Portland, OR
PROEQUITIES, INC.
9/17/20145/26/2016Portland, OR

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at BANKERS LIFE ADVISORY SERVICES, INC.

Showing 12 of 535 in the directory

View BANKERS LIFE ADVISORY SERVICES, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Patrick Corey has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Daniel Patrick Corey - Financial Advisor in Portland, OR | AdvisorFinder