Unclaimed
Michael Alan Thein is a financial professional with over 28 years of experience in the industry. Michael is currently registered with Oneamerica Securities, Inc., and has previously worked at THE O.N. EQUITY SALES COMPANY. Michael holds FINRA Series 7, 24 and 63 licenses, as well as the SIE exam. He is also a Certified Financial Planner and a Chartered Financial Consultant. Michael provides a range of financial services to individuals, corporations, and other businesses, including financial planning, portfolio management, and pension consulting. Michael is a board member of several organizations including Abbey Credit Union, the Vandalia-Butler Chamber and Harbor Cove ROC.
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
OH
07/30/2021 - Present
Oneamerica Securities, Inc. (Dayton OH)
OH
05/25/1993 - 07/29/2021
THE O.N. EQUITY SALES COMPANY (DAYTON OH)
BC
Issued 06/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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