Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Anderson is a financial advisor with over 17 years of experience in the industry. Brian currently works with Oneamerica Securities, Inc. and specializes in providing financial planning, pension consulting and educational seminars. Brian has a Series 6, Series 26, and Series 63 license. Brian has a strong background working with individuals and corporations. Brian’s previous experience was with W&S Brokerage Services, Inc.
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
PA
03/08/2023 - Present
Oneamerica Securities, Inc. (Grove City PA)
PA
04/26/2004 - 03/19/2021
W&S BROKERAGE SERVICES, INC. (HERMITAGE PA)
BC
Issued 05/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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