Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Byron? Claim Your ProfileByron Michael Smith is an investment advisor representative for Oneamerica Securities, Inc. Oneamerica Securities, Inc. is a broker-dealer registered with the SEC and FINRA. The firm's main office is located in Indianapolis, IN. Byron has been in the financial services industry since June 2012. Byron holds the following securities licenses: Series 7, Series 63, Series 66, Series 24, Series 53 and Series 52TO. He also has passed the SIE examination. Byron is licensed to conduct business in 51 states and the District of Columbia. He is currently licensed to provide investment advisory services in Ohio. Oneamerica Securities, Inc. manages assets for individuals, high net worth individuals, corporations and pension and profit-sharing plans. The firm provides financial planning, educational seminars, selection of other advisors, portfolio management for individuals and businesses.
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
OH
07/01/2022 - Present
Oneamerica Securities, Inc. (South Lebanon OH)
OH
08/15/2017 - 06/29/2022
THE O.N. EQUITY SALES COMPANY (Cincinnati OH)
OH
02/10/2015 - 08/07/2017
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
04/24/2014 - 01/20/2015
RAYMOND JAMES & ASSOCIATES, INC. (CINCINNATI OH)
OH
07/26/2013 - 02/04/2014
PNC INVESTMENTS (CINCINNATI OH)
KY
11/05/2011 - 03/15/2013
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 06/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/15/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Byron Smith is the right advisor for you? Invested Better is here to help.
