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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jolene? Claim Your ProfileJolene Potts is an Investment Advisor Representative with Onedigital Investment Advisors, located in Clayton, MO. Jolene is licensed to provide investment advisory services in Missouri. She is also a registered representative with TD Ameritrade, Inc. Jolene has been in the financial industry since 2018 and holds the Series 63, Series 65, and Series 7 licenses. Onedigital Investment Advisors specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles.
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
11/10/2022 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
MO
06/28/2018 - 01/11/2022
TD AMERITRADE, INC. (ST. LOUIS MO)
IA
Issued 10/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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