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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jueryll normand? Claim Your ProfileJueryll Normand Buan is an investment advisor representative at Onedigital Investment Advisors. Jueryll has been in the industry since 2005 and holds a Series 7TO, Series 7, and Series 66 licenses. Jueryll is also a Certified Financial Planner and has a strong background in retirement planning.
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
KS
12/14/2022 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
CA
02/03/2023 - 08/23/2024
TRIAD ADVISORS LLC (Irvine CA)
CA
04/05/2018 - 12/13/2021
LOCKTON INVESTMENT SECURITIES, LLC (LOS ANGELES CA)
NJ
03/30/2017 - 04/03/2018
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
CA
10/22/2013 - 03/20/2017
LOCKTON FINANCIAL ADVISORS, LLC (LOS ANGELES CA)
CA
05/05/2008 - 10/04/2013
MMC SECURITIES CORP. (LOS ANGELES CA)
CA
01/26/2006 - 04/25/2008
WAMU INVESTMENTS, INC. (GLENDALE CA)
MN
03/21/2005 - 01/06/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
03/21/2005 - 01/06/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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