Unclaimed
Janell Stults is a Registered Investment Advisor Representative with Onedigital Investment Advisors. Janell has been in the financial services industry since April 2013. Janell currently holds a Series 63, Series 65, and Series 6TO license.
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
KS
09/08/2023 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
OH
04/12/2021 - 07/06/2023
THE HUNTINGTON INVESTMENT COMPANY (CANTON OH)
IA
Issued 09/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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