Unclaimed
Matthew Pippenger is a financial professional with over a decade of experience in the industry. Matthew is currently registered with Oneamerica Securities, Inc. and holds Series 6, 7, and 26 licenses. Previously, Matthew was registered with Unified Financial Securities, Inc. and brings a wealth of knowledge to the firm. Matthew's expertise includes financial planning, portfolio management for individuals and businesses, and pension consulting.
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
04/17/2014 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
IN
06/30/2010 - 03/18/2014
UNIFIED FINANCIAL SECURITIES, INC. (INDIANAPOLIS IN)
BC
Issued 10/20/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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