Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Fitzpatrick is a financial advisor with Oneamerica Securities, Inc. Brian has been in the financial industry since 2002. Brian is licensed to offer financial services in Indiana. Brian is also a registered representative of Oneamerica Securities, Inc. Brian's experience and knowledge make him a valuable resource for individuals and families seeking financial guidance.
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
02/28/2019 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
WA
12/11/2001 - 12/31/2017
FARMERS FINANCIAL SOLUTIONS, LLC (MERCER ISLAND WA)
CA
09/20/2000 - 10/18/2001
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
BC
Issued 10/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Fitzpatrick is the right advisor for you? Invested Better is here to help.
