Unclaimed
Phillip Renbarger is an Investment Advisor Representative at Oneamerica Securities, Inc. with over 35 years of experience in the industry. Phillip is registered with both FINRA and the Securities Investor Protection Corporation (SIPC). Phillip has passed several industry exams, including the Series 6, 7, 63, and 65. Phillip has experience working with individuals, high-net-worth individuals, corporations, and pension and profit sharing plans.
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
07/05/2022 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
IN
03/02/1989 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
MA
05/06/1987 - 11/05/1988
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
10/30/1986 - 05/12/1987
AMEV INVESTORS, INC.
IA
Issued 10/30/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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