Unclaimed
Michael Deppe is a financial professional with over 15 years of experience in the financial services industry. Michael has been a Registered Representative with Oneamerica Securities, Inc. since 2013. Prior to that, Michael held positions with EQUITRUST MARKETING SERVICES, LLC, PNC INVESTMENTS, and Edward Jones. Michael holds Series 6, 7 and 63 licenses and the SIE designation. Michael specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.
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.
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2
IN
04/01/2013 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
IN
05/03/2010 - 04/11/2011
EQUITRUST MARKETING SERVICES, LLC (FRANKLIN IN)
IN
11/13/2009 - 03/05/2010
PNC INVESTMENTS (FRANKLIN IN)
IN
09/28/2009 - 11/13/2009
NATCITY INVESTMENTS, INC. (FRANKLIN IN)
IN
06/26/2006 - 09/11/2009
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
11/30/2005 - 04/06/2006
EDWARD JONES (FRANKLIN IN)
NJ
11/23/1999 - 02/28/2000
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 12/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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