Unclaimed
Jeffrey Jay Blaisdell is a financial professional with over 20 years of experience in the industry. Jeffrey is currently registered with Oneamerica Securities, Inc. and is licensed to provide financial advice in Indiana and North Dakota. Previously, Jeffrey worked with WELLS FARGO ADVISORS, LLC and MIMLIC SALES CORPORATION. Jeffrey specializes in providing financial planning services to individuals and businesses.
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
04/24/2023 - Present
Oneamerica Securities, Inc. (CARMEL IN)
IN
03/18/2013 - 06/11/2015
WELLS FARGO ADVISORS, LLC (INDIANAPOLIS IN)
NA
07/01/1986 - 12/03/1988
MIMLIC SALES CORPORATION
NA
07/16/1974 - 06/30/1986
THE MINNESOTA MUTUAL LIFE INSURANCE COMPANY
NA
07/16/1974 - 04/16/1977
NORTH STAR EQUITIES COMPANY
BOTH
Issued 04/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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