Unclaimed
Tyler Jeffery Burtenshaw is a registered investment advisor representative with Oneamerica Securities, Inc. Tyler has been in the industry for over a year, focusing on investment advisory and financial planning. Tyler is also licensed to sell non-variable insurance products, including fixed life insurance, fixed annuities, health insurance, and property and casualty insurance. Tyler is passionate about helping individuals and families achieve their financial goals.
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
10/17/2023 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
IA
Issued 10/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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