Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor W. Lionberger is a financial advisor associated with Oneamerica Securities, Inc. in Indianapolis, Indiana. Taylor has been working in the financial industry since 2012. Taylor holds the Series 63, Series 66, Series 7 and SIE securities licenses. Taylor is currently registered to offer securities in Ohio.
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
02/07/2023 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
CA
01/22/2021 - 05/17/2022
ASSETMARK BROKERAGE, LLC (CONCORD CA)
OH
12/18/2015 - 01/06/2021
THE O.N. EQUITY SALES COMPANY (Cincinnati OH)
OH
11/20/2013 - 12/09/2015
PNC INVESTMENTS (CINCINNATI OH)
KY
08/12/2011 - 11/08/2013
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 05/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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