Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerri? Claim Your ProfileGerri Lee Steigerwald is an investment advisor representative at Onedigital Investment Advisors. Gerri has over 10 years of experience in the financial services industry. Gerri is registered with the state of Ohio and Pennsylvania. Gerri holds the Series 6, Series 63 and Series 65 licenses. Gerri specializes in providing financial planning, portfolio management, and pension consulting services. Gerri has worked with a variety of clients, including individuals, families, businesses, and retirement plans. Gerri's prior experience includes working with The Huntington Investment Company.
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.
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2
OH
05/15/2024 - Present
Onedigital Investment Advisors (Warren OH)
PA
04/27/2020 - 07/07/2023
THE HUNTINGTON INVESTMENT COMPANY (PITTSBURGH PA)
PA
01/22/2014 - 08/16/2018
THE HUNTINGTON INVESTMENT COMPANY (NEW CASTLE PA)
IA
Issued 05/15/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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