Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Eugene Zoller IV, a financial professional with over 15 years of experience, is a registered representative of OneAmerica Securities, Inc. and an investment advisor representative of American United Life. Henry is committed to providing individuals and families with financial advice and guidance. He holds a Series 66 license, which enables him to offer securities and investment advisory services. Prior to joining OneAmerica Securities, Inc., Henry worked at Charles Schwab & Co., Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Henry is a dedicated professional committed to helping his clients achieve their financial goals.
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
TN
04/23/2020 - Present
Oneamerica Securities, Inc. (Franklin TN)
TX
06/14/2011 - 12/06/2019
CHARLES SCHWAB & CO., INC. (Austin TX)
TN
04/15/2004 - 04/06/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRANKLIN TN)
BOTH
Issued 10/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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