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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Reich Semler is a financial advisor with Oneamerica Securities, Inc. Jeffrey has been working in the financial industry since December 6, 1992. Jeffrey has a wide range of experience and is able to help clients with their financial planning needs. Jeffrey offers financial planning, pension consulting, and educational seminars as well as portfolio management for businesses and individuals. Jeffrey holds multiple licenses and designations, including Series 6, 7, 24, 63, and 66. Jeffrey is also registered with the state of Indiana. Jeffrey is committed to providing his clients with the highest level of service and helping 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.
1
2
IN
06/27/2018 - Present
Oneamerica Securities, Inc. (CARMEL IN)
IN
12/07/1992 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
NA
05/22/1996 - 12/31/1997
AUL EQUITY SALES CORP.
IN
12/07/1992 - 12/31/1997
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
BOTH
Issued 03/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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