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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn White donnan Lindquist is a financial advisor with over 15 years of experience in the financial services industry. John is registered as an Investment Advisor Representative with Onedigital Investment Advisors LLC, a firm that specializes in providing financial advisory services to individuals, families, and businesses. John holds Series 7 and Series 65 securities licenses and is a registered Investment Advisor Representative in Pennsylvania. John specializes in financial planning, portfolio management, and pension consulting. John is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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
01/04/2021 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
FL
09/02/2008 - 12/23/2008
CITADEL DERIVATIVES GROUP LLC (MIAMI FL)
PA
06/01/2006 - 05/18/2007
DONNAN OPTIONS CORPORATION (WAYNE PA)
IA
Issued 12/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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