Unclaimed
Brett Laddusaw is a financial advisor at Oneamerica Securities, Inc. based in INDIANAPOLIS, IN. Brett has been in the financial services industry for over 13 years. Brett holds Series 66, Series 7 and Series 24 licenses and is also a Certified Financial Planner and Chartered Financial Consultant. Brett's clients include individuals and corporations. Brett specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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
04/22/2021 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
CA
10/31/2014 - 05/04/2020
MML INVESTORS SERVICES, LLC (IRVINE CA)
CA
05/29/2014 - 10/31/2014
SIGNATOR INVESTORS, INC. (IRVINE CA)
CA
01/09/2012 - 05/19/2014
STEPHEN A. KOHN & ASSOCIATES, LTD. (IRVINE CA)
CA
12/23/2009 - 12/22/2011
PACIFIC CORNERSTONE CAPITAL INCORPORATED (SANTA ANA CA)
AZ
03/17/2009 - 06/09/2009
EDWARD JONES (TEMPE AZ)
BOTH
Issued 03/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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