Unclaimed
Bruce James Block is an investment advisor representative with Oneamerica Securities, Inc. Bruce has been in the securities industry for 48 years. Bruce is registered with 14 states, with the largest portion of Bruce's clients in Indiana. Bruce is also a registered representative of Oneamerica Securities, Inc. and has been with this firm for over 48 years. Bruce has a strong commitment to providing personalized financial advice to help clients achieve their financial goals. Bruce is a Chartered Financial Consultant.
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
KY
01/26/2015 - Present
Oneamerica Securities, Inc. (LOUISVILLE KY)
IN
02/13/1975 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
FL
10/14/1993 - 04/27/2001
RISE, INC. (LAKELAND FL)
IN
02/13/1975 - 10/13/1993
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
NY
03/24/1981 - 10/12/1993
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
NA
03/19/1987 - 12/31/1988
AMEV INVESTORS, INC.
BC
Issued 09/20/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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