Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Robert Zajac is a financial professional with over 10 years of experience in the industry. Steven has a Series 6 and Series 26 license and holds the SIE exam certification. Steven is currently registered with Oneamerica Securities, Inc. located in Indianapolis, Indiana. Oneamerica Securities, Inc. is a full-service firm offering a range of financial products and services. Steven specializes in providing financial advice to individuals and businesses.
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
12/17/2013 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
IN
07/18/2008 - 05/28/2009
MML INVESTORS SERVICES, INC. (INDIANAPOLIS IN)
BC
Issued 10/02/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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