Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Richard Wilkins is a registered representative and investment advisor representative with Oneamerica Securities, Inc. Chad has been in the financial industry since 2009. Chad holds the Series 6, 63, and 26 licenses, and is a licensed investment advisor in Indiana. Chad specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Chad is located in Indianapolis, IN and has been with Oneamerica Securities, Inc. since 2010.
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
11/22/2016 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
IN
02/04/2009 - 07/10/2009
ONEAMERICA SECURITIES, INC. (CARMEL IN)
IA
Issued 11/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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