Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Christopher Weyer is a financial advisor with over 18 years of experience in the financial industry. Shaun currently works at Oneamerica Securities, Inc. and is registered with the state of Indiana as an Investment Advisor Representative. Shaun has a wide range of experience in the financial services industry, working at various firms such as State Farm VP Management Corp., PNC Investments, NatCity Investments, Inc., Key Investment Services LLC, Allstate Financial Services, LLC, The Huntington Investment Company, NatCity Investments, Inc. and A. G. Edwards & Sons, Inc. Shaun has several licenses including Series 66, Series 65, Series 24, Series 6TO, SIE and Series 7. Shaun also specializes in providing financial planning services, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals.
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
IN
02/21/2018 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
IN
07/15/2010 - 12/31/2016
STATE FARM VP MANAGEMENT CORP. (INDIANAPOLIS IN)
IN
11/13/2009 - 05/27/2010
PNC INVESTMENTS (CARMEL IN)
IN
09/04/2009 - 11/13/2009
NATCITY INVESTMENTS, INC. (NOBLESVILLE IN)
IN
07/26/2007 - 08/25/2009
KEY INVESTMENT SERVICES LLC (CARMEL IN)
IN
04/16/2007 - 07/17/2007
ALLSTATE FINANCIAL SERVICES, LLC (NOBLESVILLE IN)
IN
07/28/2005 - 04/10/2007
THE HUNTINGTON INVESTMENT COMPANY (NOBLESVILLE IN)
OH
09/17/2003 - 06/24/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
MO
01/10/2003 - 09/02/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 02/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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