Unclaimed
Bruce Davison is a financial professional with over 35 years of experience in the financial services industry. Bruce has held various roles, including positions at The O.N. Equity Sales Company, BMA Financial Services, Inc., American United Life Insurance Company, and AUL Equity Sales Corp., before joining Oneamerica Securities, Inc. Bruce is a Certified Financial Planner and is registered with the Securities and Exchange Commission (SEC) and holds Series 6 and 63 licenses. Bruce specializes in financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. Bruce is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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
KS
03/01/2023 - Present
Oneamerica Securities, Inc. (Wichita KS)
KS
07/31/1998 - 03/01/2023
THE O.N. EQUITY SALES COMPANY (WICHITA KS)
MO
01/27/1986 - 08/05/1998
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IN
09/16/1994 - 12/31/1997
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
09/16/1994 - 03/21/1996
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
BC
Issued 01/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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