Unclaimed
Mark Minor is a financial advisor who specializes in providing financial advice and investment services to individuals and corporations. Mark has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. He is licensed to sell securities in the state of Kentucky and has been a registered representative since November 1, 2022. Mark is currently employed by Oneamerica Securities, Inc., a firm that provides investment advisory services to clients across the United States. He is passionate about providing excellent customer service and helping clients make informed financial decisions.
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
11/01/2022 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
KY
08/31/2018 - 03/28/2022
ADP BROKER-DEALER, INC. (LOUISVILLE KY)
BC
Issued 09/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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