Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Ousley is a financial advisor with over 20 years of experience in the industry. Eric is registered with Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Eric is also a Certified Financial Planner and holds the Series 7, 63, 65 and 66 licenses. Eric's areas of specialization include retirement planning, investment management, and estate planning. Eric has experience working with a variety of clients, including high-net-worth individuals, families, businesses, and charitable organizations.
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.
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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IN
11/05/2014 - Present
Buckingham Strategic Wealth, LLC (INDIANAPOLIS IN)
IN
09/17/2009 - 07/25/2011
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
09/17/2009 - 07/25/2011
MUTUAL OF AMERICA SECURITIES CORPORATION (INDIANAPOLIS IN)
IN
11/04/1999 - 06/15/2009
CHARLES SCHWAB & CO., INC. (FISHERS (INDIANAPOLIS) IN)
IA
Issued 08/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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