Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Lewis is a registered representative with Oneamerica Securities, Inc. located in INDIANAPOLIS, IN. Barbara has over 24 years of experience in the financial services industry. Barbara holds a Series 6, Series 7, Series 26 and Series 63 license. Barbara is also a registered representative with the state of Colorado and Indiana. Prior to joining Oneamerica Securities, Inc., Barbara worked for Prudential Investment Management Services LLC, GWFS EQUITIES, INC., J.P. MORGAN INSTITUTIONAL INVESTMENTS INC., and AMERICAN CENTURY INVESTMENT SERVICES INC.
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.
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2
IN
07/11/2022 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
CO
07/06/2015 - 04/01/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (Castle Pines CO)
CO
07/26/2013 - 04/21/2015
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
NJ
09/14/2011 - 07/17/2013
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
CO
12/12/2003 - 09/18/2009
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (ENGLEWOOD CO)
MO
09/13/1995 - 12/12/2003
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BC
Issued 07/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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