Joe
Fernandez
Oneamerica Securities, Inc
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About this Advisor
Joe Fernandez is a financial advisor who works in Tampa, Florida with a total of 8 years of industry experience. Fernandez is an employee of Oneamerica Securities, Inc. Throughout their career, they have worked at Mcdonald Investments Inc, Ubs Financial Services Inc, American United Life and Oneamerica Securities. Fernandez has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida. Oneamerica Securities, Inc is a financial advisory company based in Indianapolis, IN. It has offices in 107 locations and a total of 357 advisors. It oversees $158 million in total assets between its 1,970 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,970 customer accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in assets. Oneamerica Securities, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules vary depending on which services are offered. However, fee types billed by Oneamerica Securities, Inc likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oneamerica Securities, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$158,033,391
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
357
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1,970
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$80,220
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joe Fernandez Work History
Joe has been registered as a financial advisor for 8 years.*
Oneamerica Securities
American United Life
Ubs Financial Services Inc
Mcdonald Investments Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joe Fernandez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oneamerica Securities, Inc
Carmel, IN
Columbus, OH
Parsippany, NJ
Indianapolis, IN
Carmel, IN
Indianapolis, IN
Indianapolis, IN
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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