Joseph KorzeniewskiCRD Number: 7316968
Current Firm: Oneamerica Securities, Inc.
Joseph Korzeniewski (CRD# 7316968) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Indianapolis, IN and has 1 year of experience in the finance industry.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sanctuary Advisors, LLC
|Oneamerica Securities||Merrillville, IN||Aug 2021 - Current||< 1|
|American United Life||Merrillville, IN||Nov 2020 - Current||1|
|Costco Wholesale||Merrillville, IN||Jul 2012 - Apr 2021||8|
|Dickson & Associates||Merrillville, IN||Jul 2020 - Oct 2020||< 1|
|Subway||Crown Point, IN||Aug 2011 - Jul 2012||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management219MILLIONS
Total Number of Accounts1,957ACCOUNTS
Average Account Value$112,030
- 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
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