Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Tyler Bensen is a financial advisor in Indianapolis, IN. Jonathan has been in the financial services industry since 2014 and is currently registered with Oneamerica Securities, Inc. Jonathan also has previous registrations with MML INVESTORS SERVICES, LLC. Jonathan is registered to provide investment advice in 14 states, including California, Florida, Indiana, Michigan, Missouri, North Carolina, Ohio and Texas. Jonathan is also a board member of the Zionsville Chamber of Commerce.
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
IN
05/11/2023 - Present
Oneamerica Securities, Inc. (Indianapolis IN)
IN
01/03/2014 - 01/09/2019
MML INVESTORS SERVICES, LLC (INDIANAPOLIS IN)
IA
Issued 07/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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