Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Townsend is a financial advisor registered with Oneamerica Securities, Inc. and currently provides financial advice from their Indianapolis, Indiana branch office. Vincent has been a registered representative for over 35 years and holds several licenses and certifications. Vincent's professional experience includes various roles in the financial services industry, including positions with Park Avenue Securities LLC, MetLife Securities Inc., and American Express Financial Advisors Inc. Vincent is also licensed to sell insurance products. Vincent's expertise includes financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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
TX
07/31/2009 - Present
Oneamerica Securities, Inc. (Georgetown TX)
TX
09/12/2005 - 06/12/2008
PARK AVENUE SECURITIES LLC (AUSTIN TX)
MA
07/28/2003 - 09/07/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/28/2003 - 09/07/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
SC
05/16/2000 - 07/24/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
12/17/1998 - 05/19/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
MN
06/24/1991 - 12/17/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/24/1991 - 12/17/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
05/02/1990 - 07/15/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
04/25/1990 - 07/15/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NA
11/02/1984 - 04/25/1990
UR FINANCIAL, INC.
NA
07/26/1984 - 10/02/1984
H. C. COPELAND AND ASSOCIATES EQUITIES, INC.
IA
Issued 03/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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