Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Lynne Schumacher is a financial advisor currently registered with Oneamerica Securities, Inc. in Indianapolis, IN. Shelley has been working in the financial services industry since 2001. Her previous experience includes roles at Newport Group Securities, Inc., Oneamerica Securities, Inc., BMO Investment Distributors, LLC, BMO Harris Financial Advisors, Inc., and M&I Financial Advisors, Inc. Shelley holds the Series 7, Series 63, Series 65 and SIE licenses.
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
08/24/2017 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
FL
10/26/2016 - 07/21/2017
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
IN
10/02/2015 - 10/13/2016
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
WI
01/30/2015 - 10/01/2015
BMO INVESTMENT DISTRIBUTORS, LLC (MILWAUKEE, WI)
WI
08/01/2012 - 01/30/2015
BMO HARRIS FINANCIAL ADVISORS, INC. (MILWAUKEE WI)
WI
09/02/2005 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)
BC
Issued 05/27/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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