Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Alvarez vega is a financial professional affiliated with Oneamerica Securities, Inc. Carlos has been in the financial services industry since May 2021. Carlos holds a Series 6TO and SIE securities license and is registered with FINRA. Carlos is a financial advisor and assists clients with financial planning and portfolio management.
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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IN
05/24/2021 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
BC
Issued 05/22/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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