Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Rozek-dill has been a registered representative in the financial industry since 2004. Laura is currently registered with Oneamerica Securities, Inc. and has been with the firm since 2017. Before joining Oneamerica Securities, Inc., Laura was employed by Key Investment Services LLC from 2014 to 2017. Laura has also worked for The Huntington Investment Company, Chase Investment Services Corp., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Laura has passed the Series 66, Series 7, and SIE exams. Laura is a registered representative in Indiana and specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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
04/21/2017 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
IN
09/11/2014 - 03/03/2017
KEY INVESTMENT SERVICES LLC (NOBLESVILLE IN)
IN
04/11/2012 - 07/02/2014
THE HUNTINGTON INVESTMENT COMPANY (ZIONSVILLE IN)
IN
08/25/2009 - 03/30/2012
CHASE INVESTMENT SERVICES CORP. (CRAWFORDSVILLE IN)
VA
08/25/2004 - 08/26/2009
AMERIPRISE FINANCIAL SERVICES, INC. (VIRGINIA BEACH VA)
MN
08/25/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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