Unclaimed
Christopher Simich is a financial advisor with Oneamerica Securities, Inc., and has been in the industry since October 26, 2006. Christopher is registered in Alabama, Florida, Georgia, Illinois, and Louisiana. Christopher has a wide range of experience in the financial services industry, having worked at various firms including Farmers Financial Solutions, LLC and Mutual of Omaha Investor Services, Inc. Christopher is also a licensed insurance agent and offers a variety of non-variable insurance products, including fixed life, fixed annuities, health, and property and casualty insurance. Christopher is dedicated to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
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
AL
03/14/2024 - Present
Oneamerica Securities, Inc. (Hoover AL)
MS
11/27/2023 - 02/21/2024
PARK AVENUE SECURITIES LLC (JACKSON MS)
AL
03/25/2019 - 09/07/2023
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (Birmingham AL)
AL
10/02/2008 - 07/30/2018
FARMERS FINANCIAL SOLUTIONS, LLC (Birmingham AL)
CA
11/11/2005 - 03/17/2008
FARMERS FINANCIAL SOLUTIONS, LLC (SHERMAN OAKS CA)
NY
12/23/1996 - 06/24/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/13/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/31/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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