Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Delynn Hanson is a registered Investment Advisor Representative with Onedigital Investment Advisors. Julie has over 20 years of experience in the financial services industry. Julie is registered to provide investment advice in Michigan. In addition to being an investment advisor representative, Julie is also a licensed insurance agent and offers a variety of insurance products.
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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MI
08/09/2024 - Present
Onedigital Investment Advisors (Howell MI)
MI
10/07/2014 - 08/02/2024
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ANN ARBOR MI)
MI
08/13/2012 - 09/24/2014
LPL FINANCIAL LLC (FENTON MI)
MI
09/23/2003 - 08/16/2012
VALIC FINANCIAL ADVISORS, INC. (AUBURN HILLS MI)
BOTH
Issued 04/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/22/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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