Unclaimed
Benjamin Carlin is a financial professional with over 10 years of experience in the industry. Benjamin is currently registered with Oneamerica Securities, Inc. and is located in Indianapolis, Indiana. Previously, Benjamin worked for THE O.N. EQUITY SALES COMPANY in Cincinnati, Ohio. Benjamin holds the Series 6 and the Securities Industry Essentials Examination licenses and specializes in financial planning, pension consulting, and portfolio management. Benjamin is dedicated to providing comprehensive financial guidance to help individuals and businesses achieve their financial goals.
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
09/08/2022 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
OH
09/03/2012 - 06/30/2022
THE O.N. EQUITY SALES COMPANY (Cincinnati OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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