Unclaimed
Vikas Issar is a registered investment advisor representative with Oneamerica Securities, Inc. Vikas has been in the securities industry since November 2015. Vikas has a Series 7, Series 63, and Series 65 license and has passed the Securities Industry Essentials (SIE) Exam. Vikas is licensed to offer advisory services in Massachusetts. Vikas is currently employed at Oneamerica Securities, Inc. which is headquartered in Indianapolis, Indiana. Vikas's area of specialization is in fixed annuities and fixed life insurance sales.
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
MA
01/20/2016 - Present
Oneamerica Securities, Inc. (NEWTON MA)
BC
Issued 12/20/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/11/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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