Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Smiser is a financial professional with over 25 years of experience in the financial services industry. Todd is currently registered with Oneamerica Securities, Inc. and has experience working with a range of financial institutions, including Victory Capital Advisers, Inc., Voya Financial Partners, LLC, Voya Financial Advisors, Inc., One Orchard Equities, Inc. and The Great-West Life Assurance Company. Todd has a strong understanding of the financial markets and a commitment to providing personalized financial advice to individuals and families.
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
01/24/2018 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
OH
11/07/2017 - 12/01/2017
VICTORY CAPITAL ADVISERS, INC. (BROOKLYN OH)
IL
06/09/1998 - 10/25/2017
VOYA FINANCIAL PARTNERS, LLC (LISLE IL)
IL
02/13/2012 - 12/19/2014
VOYA FINANCIAL ADVISORS, INC. (LISLE IL)
CO
01/03/1997 - 05/15/1998
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
01/12/1994 - 01/03/1997
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
BC
Issued 03/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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