Suneel Jaitly is a registered investment advisor, based in Chicago, IL, with 6 years of industry experience.
Location
303 E. Wacker Drive, Ste 500, Chicago, IL, 60601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Suneel is an insurance agent appointed with KFA, selling Medicare Supplement, annuity, equity index, life, and health insurance products, dedicating full-time hours to this role. Suneel also serves as a board member for the Challis Farms Townhomes Association, focusing on the irrigation system, and spends minimal time on this activity.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Principal Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Nylife Securities LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.