Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Smiley is a financial professional with over 24 years of experience in the industry. Eric currently works for Oneamerica Securities, Inc. and is registered in 51 states and the District of Columbia. Previously, Eric Smiley has worked for PNC Investments, NatCity Investments, Inc., and Woodbury Financial Services, Inc. Eric Smiley offers financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and 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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2
IN
04/25/2011 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
IN
11/13/2009 - 04/13/2011
PNC INVESTMENTS (INDIANAPOLIS IN)
IN
07/17/2007 - 11/13/2009
NATCITY INVESTMENTS, INC. (GREENWOOD IN)
OH
12/22/1997 - 06/27/2007
WOODBURY FINANCIAL SERVICES, INC. (MASON OH)
BOTH
Issued 03/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/05/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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