Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Laudeman is a financial professional with over 20 years of experience in the industry. Currently, Lisa is registered with Oneamerica Securities, Inc. and has been with the firm since May 2019. Lisa has previously worked for several other firms including Lincoln Financial Distributors, Inc., Hartford Equity Sales Company Inc., Symetra Investment Services, Inc., Brecek & Young Advisors, Inc., Funds Distributor, Inc., Scudder Investor Services, Inc., CNA Investor Services, Inc. and Dean Witter Reynolds Inc. Lisa's experience spans a variety of financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Lisa is dedicated to providing personalized service to her clients and helping them achieve their financial goals.
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
05/03/2019 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
PA
06/11/2007 - 10/23/2018
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CT
11/23/2005 - 05/21/2007
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
MA
10/23/2002 - 03/17/2005
SYMETRA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
01/10/2002 - 10/28/2002
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
ME
04/27/1999 - 01/31/2000
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
NY
12/02/1997 - 11/20/1998
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
NY
06/17/1997 - 07/31/1997
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
NY
09/22/1993 - 02/14/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 11/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 09/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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