Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobbi? Claim Your ProfileBobbi Jo Holt is a financial professional with over 20 years of experience in the industry. Bobbi Jo has a diverse background, having worked with several firms including Northwestern Mutual Investment Services, LLC, Fifth Third Securities, Inc., and Old Kent Financial Advisors. Currently, Bobbi Jo is a registered representative with Oneamerica Securities, Inc. based in Indianapolis, IN. Bobbi Jo is licensed to provide financial services in Michigan and Pennsylvania.
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
08/22/2002 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
WI
02/27/2002 - 05/22/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
OH
05/02/2001 - 01/28/2002
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MI
03/07/2001 - 05/02/2001
OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)
OH
07/01/1998 - 03/12/2001
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
04/17/1998 - 03/12/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
BC
Issued 07/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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