Unclaimed
Timothy Skinner is a financial professional with over 13 years of experience in the financial services industry. Timothy currently is registered with Oneamerica Securities, Inc., and is a Series 6 and Series 63 licensed professional. Timothy has prior experience with CFD INVESTMENTS, INC., and FIRST INVESTORS CORPORATION. Timothy has expertise in a wide range of financial products and services, including: investment company products, variable contracts, and financial planning.
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
07/21/2015 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
IN
01/10/2006 - 04/07/2008
CFD INVESTMENTS, INC. (BROWNSBURG IN)
NJ
02/08/2005 - 06/29/2005
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 02/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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