Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Joanne Josenhans is a financial advisor who has been in the industry since March 9, 2002. Catherine is currently registered with Oneamerica Securities, Inc. and is located in Indianapolis, IN. Catherine has a strong background in the financial services industry and is committed to providing her clients with personalized financial advice. Catherine is committed to helping her clients achieve their financial goals. Catherine is licensed to sell securities in Indiana.
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
IN
02/05/2015 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
NJ
09/30/2011 - 01/12/2015
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
IN
12/19/2000 - 08/03/2010
MMC SECURITIES CORP. (INDIANAPOLIS IN)
IA
Issued 07/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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