Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Moldt has been a registered representative for over 35 years. Brian is currently registered with Oneamerica Securities, Inc. in Colorado, Florida, Hawaii, Illinois, Indiana, Kentucky, Michigan, Ohio and Texas. Brian is also a registered Investment Advisor in Colorado, Florida, Hawaii, Illinois, Indiana, and Texas. Brian has been in the securities industry since 1986. Prior to joining Oneamerica Securities, Inc. Brian was a registered representative for Sym Capital Securities, LLC, Oneamerica Securities, Inc., American United Life Insurance Company, NFP Securities, Inc. and Pruco Securities Corporation.
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
05/18/2021 - Present
Oneamerica Securities, Inc. (CARMEL IN)
IN
01/02/2004 - 12/31/2006
SYM CAPITAL SECURITIES, LLC (CARMEL IN)
IN
12/11/2001 - 12/31/2003
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
12/11/2001 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
TX
04/07/2000 - 09/28/2001
NFP SECURITIES, INC. (AUSTIN TX)
IN
07/26/1995 - 04/18/2000
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
07/26/1995 - 04/18/2000
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
NJ
01/09/1986 - 06/28/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 09/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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