Unclaimed
Jennifer Marjorie Thein is a registered representative with Oneamerica Securities, Inc. Jennifer has been in the financial industry since 2021. She holds Series 7TO and SIE licenses. Jennifer's primary focus is to provide investment advice and financial planning services to individuals and businesses. Her previous experience with THE O.N. EQUITY SALES COMPANY has equipped her with a strong foundation in the securities industry, and her current affiliation with Oneamerica Securities, Inc. allows her to offer comprehensive financial solutions to clients.
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
OH
07/28/2021 - Present
Oneamerica Securities, Inc. (Dayton OH)
OH
04/24/2021 - 07/30/2021
THE O.N. EQUITY SALES COMPANY (DAYTON OH)
BC
Issued 04/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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