Unclaimed
Jennifer Manthey is a financial advisor with Oneamerica Securities, Inc. Jennifer has been working in the financial industry since April 13, 2016, and is licensed to provide financial advice in 51 states. Jennifer specializes in providing financial planning and portfolio management services for individuals and businesses. Jennifer also has experience in providing pension consulting and educational seminars. Jennifer has a strong commitment to providing her clients with personalized 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.
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2
CO
04/25/2024 - Present
Oneamerica Securities, Inc. (Longmont CO)
CA
01/22/2024 - 03/04/2024
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CA
04/14/2022 - 02/03/2023
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CO
04/14/2022 - 02/03/2023
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
IL
04/14/2022 - 02/03/2023
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
MN
04/14/2022 - 02/03/2023
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
CA
04/14/2022 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CO
02/07/2020 - 03/17/2022
AMERIPRISE FINANCIAL SERVICES, LLC (BOULDER CO)
AZ
12/23/2013 - 12/18/2018
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 07/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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