Unclaimed
Michael Epps is a financial advisor with Oneamerica Securities, Inc. He is registered to provide investment advice in several states, including Maryland, Virginia, Texas, and Pennsylvania. Michael has been in the financial industry since 2011 and has experience providing financial planning, portfolio management, and investment advice to individual and business clients. Michael holds several professional designations, including Chartered Financial Consultant. He is also registered with FINRA as a Registered Representative and Investment Advisor Representative.
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
07/07/2022 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
MD
11/28/2018 - 06/10/2022
MML INVESTORS SERVICES, LLC (Greenbelt MD)
MD
08/22/2016 - 08/02/2018
SECURIAN FINANCIAL SERVICES, INC. (Bowie MD)
MD
03/07/2011 - 08/17/2016
FIRST COMMAND FINANCIAL PLANNING, INC. (ANNAPOLIS MD)
IA
Issued 02/24/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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