Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Schutt-aine is an Investment Advisor Representative with Oneamerica Securities, Inc. Patricia is licensed to provide advisory services in Florida. Patricia's current registrations include a Series 65 license, which allows her to provide investment advice, and a Series 7TO license, which allows her to provide investment products. Patricia's previous experience includes working as an Investment Advisor Representative for Equitable Advisors, LLC and Oneamerica Securities, Inc. Patricia has been in the industry since June 2019. Patricia's specializations include financial planning, pension consulting, educational seminars, and portfolio management. She is also an owner of Manodix Media.
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
05/03/2023 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
FL
05/09/2019 - 02/11/2021
EQUITABLE ADVISORS, LLC (MIAMI FL)
FL
04/08/2019 - 05/08/2019
ONEAMERICA SECURITIES, INC. (Coral Gables FL)
IA
Issued 04/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/08/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Patricia Schutt-aine is the right advisor for you? Invested Better is here to help.
