Unclaimed
Christopher Furner is an Investment Advisor Representative with OneDigital Investment Advisors, licensed in South Carolina. Christopher has been in the industry since 2002 and has held previous roles with Synergy Investment Group, LLC, RBC Centura Securities, Inc., and UBS Financial Services Inc. Christopher has passed the Series 7 and Series 66 exams.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
SC
01/04/2021 - Present
Onedigital Investment Advisors (Moore SC)
SC
01/10/2006 - 10/01/2007
SYNERGY INVESTMENT GROUP, LLC (GREENVILLE SC)
NC
11/19/2003 - 01/04/2006
RBC CENTURA SECURITIES, INC. (KANNAPOLIS NC)
NJ
08/05/2002 - 09/24/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 08/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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