Unclaimed
Albert Wostal is a financial advisor with over 10 years of experience in the financial services industry. Albert currently works at Oneamerica Securities, Inc., where he specializes in providing a range of services including Financial Planning, Portfolio Management for Individuals and Businesses, and Pension Consulting. Albert began his career at Lincoln Financial Advisors Corporation in 2007, where he gained valuable experience before joining Oneamerica Securities, Inc. in 2011. Albert is committed to providing his clients with tailored advice and exceptional service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IN
02/14/2011 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
IN
10/23/2007 - 01/28/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
BC
Issued 12/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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