Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Calpin is a financial advisor with Onedigital Investment Advisors. Katie has been in the financial industry since 2013. Katie is registered to provide investment advice in Connecticut, Illinois, New York, and Pennsylvania. Katie is a Series 63 and 65 licensed professional. Katie has held previous positions at Triad Advisors and LPL Financial. Katie's area of expertise is helping clients 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.
1
2
KS
04/09/2019 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
PA
11/02/2018 - 08/23/2024
TRIAD ADVISORS LLC (Harrisburg PA)
NY
01/28/2014 - 11/07/2018
LPL FINANCIAL LLC (WHITE PLAINS NY)
PA
01/30/2012 - 12/31/2012
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (SCRANTON PA)
IA
Issued 04/09/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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