Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Ockey is a financial professional with over 20 years of experience in the industry. Richard is currently registered with Oneamerica Securities, Inc., and has been with the firm since 2009. Prior to that, Richard worked at Beneficial Investment Services, Inc., Equity Services, Inc., MONY Securities Corporation, and Horace Mann Investors Inc. Richard holds the Series 6, Series 63, and SIE licenses. Richard specializes in financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses.
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
ID
11/10/2009 - Present
Oneamerica Securities, Inc. (POCATELLO ID)
ID
07/20/2007 - 11/11/2009
BENEFICIAL INVESTMENT SERVICES, INC. (POCATELLO ID)
ID
06/09/1999 - 08/09/2007
EQUITY SERVICES, INC. (POCATELLO ID)
NY
10/24/1997 - 06/07/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
IL
11/29/1996 - 12/23/1997
HORACE MANN INVESTORS INC (SPRINGFIELD IL)
BC
Issued 12/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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