Unclaimed
Blaine Ratliff has been in the financial services industry since 2002. Blaine has a Series 7, Series 63, and SIE securities license. Currently, Blaine works as an investment advisor representative for Oneamerica Securities, Inc. based out of Indianapolis, Indiana. Blaine specializes in financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Blaine is a licensed insurance agent in Tennessee and Virginia. Blaine is also the owner and CEO of TriCities Advisors, a financial services firm, and the owner and CEO of Integrity Agency, a health and life insurance sales firm, both based out of Johnson City, Tennessee. Blaine has previous experience with LPL Financial LLC, Brokers International Financial Services, LLC., and Edward Jones.
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
08/09/2024 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
TN
02/10/2021 - 01/03/2024
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Johnson City TN)
TN
01/09/2003 - 11/19/2020
LPL FINANCIAL LLC (JOHNSON CITY TN)
MO
03/13/2001 - 01/07/2003
EDWARD JONES (ST. LOUIS MO)
BC
Issued 03/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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