Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Velez is a financial professional registered with Oneamerica Securities, Inc. and holds Series 63, Series 6TO and SIE licenses. Ivan has worked in the financial services industry since 2019. Ivan has previously been registered with TRANSAMERICA INVESTORS SECURITIES CORPORATION and JOHN HANCOCK DISTRIBUTORS LLC. Ivan is based in Indianapolis, Indiana and can assist with financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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
IN
06/22/2022 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
NY
03/04/2020 - 05/09/2022
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
MA
05/09/2019 - 03/03/2020
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
BC
Issued 08/09/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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