Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lewis Powers is a financial professional with over 30 years of experience in the financial services industry. Powers is currently registered with Oneamerica Securities, Inc. and has previously held positions with CHARLES SCHWAB & CO., INC. and AETNA LIFE INSURANCE AND ANNUITY COMPANY. Powers is committed to providing clients with personalized financial advice and guidance.
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
IN
03/21/2018 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
IN
03/14/2011 - 07/26/2017
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
NA
05/18/1987 - 08/13/1990
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BC
Issued 03/31/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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