Unclaimed
Timothy Martin is a financial professional with experience in the industry. Timothy is registered as a broker with Oneamerica Securities, Inc. Timothy has a Series 7TO and a Series 66 license and has passed the SIE exam. Timothy's office is located in Indianapolis. Timothy is also a participant advisor for Encore Wealth Partners and has experience selling non-variable insurance products. Timothy has also worked in the wine industry for several years, providing him with a unique perspective on business and finance.
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
06/03/2022 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
BOTH
Issued 06/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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