Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Robert James is a registered representative with Oneamerica Securities, Inc. Kyle has been in the financial services industry for more than 7 years. Kyle is registered in Ohio. Kyle holds Series 7, 52, 53, 66, and SIE licenses. Kyle also holds the following designations: . Oneamerica Securities, Inc. is a registered investment advisor with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Oneamerica Securities, Inc. offers a variety of financial services, including investment advisory, securities brokerage, and insurance products. Oneamerica Securities, Inc. has approximately 2804 clients with approximately $264,377,933 in assets under management. Kyle has approximately $264,377,933 in assets under management. The information contained in this website is for general informational purposes only, and does not constitute investment advice. No representation is made that any of the services or products described on this website are suitable or appropriate for any specific investor.
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
06/22/2022 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
BOTH
Issued 12/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/01/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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