Unclaimed
Jayme Thaller is a financial professional with over 15 years of experience in the financial services industry. Jayme is currently registered with Oneamerica Securities, Inc. and holds Series 6, 63, and SIE licenses. Jayme specializes in a variety of financial services including financial planning, investment advisory services, and pension consulting.
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
08/01/2018 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
MO
01/11/2011 - 06/27/2014
LOCKTON FINANCIAL ADVISORS, LLC (ST. LOUIS MO)
MA
11/11/2003 - 12/31/2010
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
BC
Issued 12/04/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jayme Thaller is the right advisor for you? Invested Better is here to help.