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Yuanyuan Chen

Oneamerica Securities, Inc.

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About Yuanyuan Chen

Yuanyuan Chen is a financial professional with experience in the financial services industry. Yuanyuan is currently registered with Oneamerica Securities, Inc. and is licensed in California. Yuanyuan has held previous roles with PARK AVENUE SECURITIES LLC and NYLIFE SECURITIES LLC. Yuanyuan has expertise in Investment Company Products/Variable Contracts Representative, Securities Industry Essentials, and Uniform Securities Agent State Law Examination.

Firm Information

Yuanyuan Chen is currently registered with Oneamerica Securities, Inc.. Oneamerica Securities, Inc. is a corporation formed in 1969 and headquartered in Indianapolis, Indiana. The firm provides financial planning, pension consulting, and educational seminars. They also offer portfolio management for individuals and businesses, as well as selection of other advisors. The firm's regulatory assets under management total $264,377,933, with a total of 2,804 accounts. The firm is registered with the SEC and in all 50 states.
Oneamerica Securities, Inc.

ONE AMERICAN SQUARE

INDIANAPOLIS, IN 46282

$264.38M

Assets Under Management

7,938

Total Clients

716

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Yuanyuan Chen’s Registration & Firm History

CA

04/26/2023 - Present

Oneamerica Securities, Inc. (Newport Beach CA)

CA

09/07/2022 - 02/07/2023

PARK AVENUE SECURITIES LLC (LOS ANGELES CA)

CA

01/25/2021 - 05/05/2022

NYLIFE SECURITIES LLC (NEWPORT BEACH CA)

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Licenses & Designations

BC

Issued 05/05/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/23/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/21/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yuanyuan Chen.
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