Linda ScreetonCRD Number: 4467609
Current Firm: Oneamerica Securities, Inc.
Linda Screeton (CRD# 4467609) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Fort Wayne, IN and has over 16 years of experience in the finance industry. Linda Screeton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Oneamerica Securities||Fort Wayne, IN||Dec 2004 - Current||13|
|American United Life||Fort Wayne, IN||Oct 2004 - Current||13|
|Fort Wayne Roofing||Fort Wayne, IN||Mar 2002 - Nov 2013||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2002|
Total Assets Under Management91MILLIONS
Total Number of Accounts2,013ACCOUNTS
Average Account Value$45,074
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY