Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Lopes is a registered representative at Oneamerica Securities, Inc. Lopes has been in the securities industry since April 2013 and has passed the Uniform Securities Agent State Law Examination and the Uniform Combined State Law Examination. Jorge Lopes is also registered as an insurance agent in the state of Connecticut. In addition to his work with Oneamerica Securities, Jorge Lopes is also involved in other business activities, including non-variable insurance sales, Medicare advising, and serving as an election moderator for the City of New Haven.
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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IN
10/22/2024 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
Active
Inactive
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