Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Lloyd is a financial professional with over 10 years of experience in the financial services industry. Jeremy is currently registered with Oneamerica Securities, Inc. in Indiana as a Registered Representative and Investment Advisor Representative. Prior to joining Oneamerica Securities, Inc., Jeremy was employed by Ameriprise Financial Services, Inc. in Lafayette, Indiana; AXA Advisors, LLC in Indianapolis, Indiana; Thurston, Springer, Miller, Herd & Titak, Inc. in Indianapolis, Indiana; Raymond James & Associates, Inc. in Indianapolis, Indiana and Morgan Keegan & Company, Inc. in Indianapolis, Indiana.
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
09/17/2019 - Present
Oneamerica Securities, Inc. (Carmel IN)
IN
02/28/2018 - 09/10/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Lafayette IN)
IN
09/09/2015 - 03/01/2018
AXA ADVISORS, LLC (INDIANAPOLIS IN)
IN
10/08/2014 - 08/18/2015
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. (INDIANAPOLIS IN)
IN
02/13/2013 - 10/21/2014
RAYMOND JAMES & ASSOCIATES, INC. (INDIANAPOLIS IN)
IN
01/17/2012 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (INDIANAPOLIS IN)
IN
10/22/2010 - 02/18/2011
FIFTH THIRD SECURITIES, INC. (INDIANAPOLIS IN)
IA
Issued 01/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/21/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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