Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Christopher Shepherd is a registered representative with Oneamerica Securities, Inc. Isaac has been in the financial services industry since January 20, 2006. Isaac is currently registered in 31 states and is also an Investment Advisor Representative. Isaac has a Series 6, 7, 24, and 63 licenses. Isaac is licensed to sell insurance and also owns Atlastafarm and Heritagepoint Financial Group.
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
OH
06/24/2013 - Present
Oneamerica Securities, Inc. (Eaton OH)
OH
02/22/2008 - 08/14/2008
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
OH
11/24/2005 - 02/04/2008
ONEAMERICA SECURITIES, INC. (WEST ALEXANDRIA OH)
BC
Issued 04/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/23/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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