Unclaimed
Hollis N. Wieruscheske is a registered representative with Oneamerica Securities, Inc., with over 10 years of experience in the financial services industry. Hollis's background includes experience with NYLIFE SECURITIES LLC and American United Life. Hollis is licensed to sell securities in Ohio and Texas. Hollis specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and corporations. Hollis is also a registered investment advisor representative with Oneamerica Securities, Inc. Hollis holds a Series 6, Series 63, Series 65, and SIE licenses. In addition to Oneamerica Securities, Inc., Hollis is also the owner of Hollis Lewis & Associates, LLC - real estate investment.
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
09/26/2017 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
TX
01/31/2012 - 02/26/2016
NYLIFE SECURITIES LLC (AUSTIN TX)
IA
Issued 09/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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