Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Manthey is a registered representative with Oneamerica Securities, Inc. in Indianapolis, IN and Fort Walton Beach, FL. Steven has been in the industry since May 1994. Steven has passed the Series 6, Series 63, and SIE exams. Steven's previous employers include MML Investors Services, LLC, MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Steven specializes in investments, insurance, and financial planning. Steven also works as a driver for Manthey Bobcat, LLC, hauling and excavating.
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
11/12/2024 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
FL
03/25/2017 - 06/04/2020
MML INVESTORS SERVICES, LLC (SHALIMAR FL)
FL
05/10/1994 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHALIMAR FL)
FL
05/10/1994 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHALIMAR FL)
BC
Issued 01/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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