Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McKee is a financial advisor with over 20 years of experience in the financial services industry. James is currently registered with Oneamerica Securities, Inc. and has been with the firm since 2002. James has held previous positions with Waterstone Financial Group, Inc. and Westminster Financial Securities, Inc. James holds the Series 6, Series 26, and Series 63 licenses. James specializes in providing financial planning, pension consulting, and portfolio management services. James is committed to providing his clients with personalized financial advice to help them 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.
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2
IN
03/14/2008 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
IN
08/15/2006 - 03/17/2008
WATERSTONE FINANCIAL GROUP, INC. (CARMEL IN)
OH
01/02/2003 - 08/14/2006
WESTMINSTER FINANCIAL SECURITIES, INC. (BEAVERCREEK OH)
IN
04/26/2002 - 01/07/2003
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
NY
02/21/2002 - 03/19/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 02/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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