Unclaimed
Jon Paul Laframboise is an investment advisor representative with Oneamerica Securities, Inc. Jon Paul has been in the financial industry since 2007, and has extensive experience in helping clients with their financial planning needs. Jon Paul also offers investment advisory services, including portfolio management for individuals and businesses. In addition to his work at Oneamerica Securities, Inc. Jon Paul has held previous positions at Nationwide Investment Services Corporation and Raymond James & Associates, Inc.
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
11/13/2019 - Present
Oneamerica Securities, Inc. (COLUMBUS OH)
OH
04/21/2008 - 02/28/2011
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
OH
09/07/2005 - 01/26/2007
RAYMOND JAMES & ASSOCIATES, INC. (COLUMBUS OH)
IA
Issued 02/11/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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