Unclaimed
Eric Alexander is a registered representative with Oneamerica Securities, Inc. Eric has been in the financial industry since 2009. Eric is registered with the state of Indiana and is licensed in 25 states across the country. Eric has experience in the financial planning, pension consulting, and portfolio management for individuals and businesses. Eric holds Series 63, 66 and 7 licenses and the SIE exam.
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
11/11/2020 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
BOTH
Issued 06/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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