Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kory? Claim Your ProfileKory Bickel is a financial professional with over 13 years of experience in the industry. Kory is a Registered Representative with Oneamerica Securities, Inc. and holds Series 7, 24, 66, 99TO and SIE licenses. Kory is active in both the Broker-Dealer and Investment Advisor channels. Kory specializes in providing financial planning, pension consulting and portfolio management for individuals and businesses. Kory is registered with the state of Indiana and is dedicated to providing exceptional client service.
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
05/11/2012 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
BOTH
Issued 05/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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