Unclaimed
Amber McGlothlin is a financial professional with over 19 years of experience in the industry. Amber is currently registered with Oneamerica Securities, Inc. and has held previous positions at MML Investors Services, LLC, MSI Financial Services, Inc., and New England Securities. Amber holds Series 6, 7, 24, 26, and 63 licenses as well as the SIE exam. Amber specializes in providing a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
08/10/2017 - Present
Oneamerica Securities, Inc. (Carmel IN)
IN
03/25/2017 - 06/05/2017
MML INVESTORS SERVICES, LLC (INDIANAPOLIS IN)
IN
10/15/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IN
07/28/2003 - 01/02/2015
NEW ENGLAND SECURITIES (INDIANAPOLIS IN)
BC
Issued 10/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2015
Series 24 - General Securities Principal Examination
BC
Issued 06/27/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/25/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Amber McGlothlin is the right advisor for you? Invested Better is here to help.