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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Wesley Koch is a financial advisor with Oneamerica Securities, Inc. Howard has been working in the financial industry since April 5, 2017. Howard has been registered as an investment advisor representative (IAR) in Indiana since December 19, 2023. Howard also holds a Series 63, Series 6, and SIE license. Howard has experience in fixed life, fixed annuities, financial planning, portfolio management for individuals, and pension consulting. Howard provides advisory services for high-net-worth individuals and corporations or other businesses. Howard's primary office is located at 214 South Main St. in Winchester, Indiana. Howard is also registered to provide advisory services in the states of Florida, Michigan, Mississippi, North Carolina, Ohio, and South Carolina.
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
12/19/2023 - Present
Oneamerica Securities, Inc. (Winchester IN)
IA
Issued 12/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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