Unclaimed
Charles Brittan is a financial advisor with over 35 years of experience in the industry. Charles is currently registered with Oneamerica Securities, Inc. and is licensed to provide financial advice in Colorado and Nebraska. Charles has also previously worked with THE O.N. EQUITY SALES COMPANY. Charles is a Series 6 and Series SIE licensed representative and has a long history of serving clients.
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
NE
08/16/2021 - Present
Oneamerica Securities, Inc. (Alliance NE)
NE
08/29/1985 - 07/29/2021
THE O.N. EQUITY SALES COMPANY (ALLIANCE NE)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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