Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Heubeck is an active registered representative, with over 30 years of experience in the financial services industry. Robert is currently registered with Oneamerica Securities, Inc., in Ohio and has offices in Indianapolis and Cuyahoga Falls. Robert is also registered with the state of Ohio as an Investment Advisor Representative. Previously, Robert worked at American United Life Insurance Company and Amev Investors, Inc. Robert’s experience includes working with high-net-worth individuals and corporations as well as offering financial planning, pension consulting, and portfolio management services.
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
04/20/2006 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
IN
01/04/1991 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
MN
03/31/1986 - 11/09/1990
AMEV INVESTORS, INC. (OAKDALE MN)
BC
Issued 09/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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