Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Joe Ondo is a financial professional with over five years of experience in the securities industry. David is currently registered with Oneamerica Securities, Inc. and holds Series 6, Series 63, and SIE licenses. David is registered to offer securities in 15 states, including California, Arizona, Idaho, Indiana, Iowa, Maryland, Missouri, Montana, Nevada, North Carolina, Tennessee, Texas, Utah, Virginia, and Washington. David has experience in offering financial planning, pension consulting, and portfolio management services. David's clients include individuals, businesses, and high-net-worth individuals.
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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CA
11/21/2018 - Present
Oneamerica Securities, Inc. (SAN PEDRO CA)
BC
Issued 05/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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