Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Triplett is an Investment Advisor Representative with Oneamerica Securities, Inc. Robert is a licensed Investment Advisor Representative registered with the state of Kansas. Robert has 15 years of experience in the securities industry. Oneamerica Securities, Inc. is a well-established firm that offers a range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management. Oneamerica Securities, Inc. has offices in Wichita, Kansas and Indianapolis, Indiana. Oneamerica Securities, Inc. is committed to providing clients with personalized service and expert advice.
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
KS
01/08/2024 - Present
Oneamerica Securities, Inc. (Wichita KS)
KS
08/02/2018 - 03/01/2023
THE O.N. EQUITY SALES COMPANY (WICHITA KS)
IA
Issued 01/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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