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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelley? Claim Your ProfileKelley Faustin Snook is an investment advisor representative at Onedigital Investment Advisors. Kelley has been in the industry for over 30 years and has a wide range of experience working with clients in various fields. Kelley holds multiple professional licenses, including Series 7, 24, 63 and 65. Kelley has worked with a number of firms over the years including LPL Financial LLC, Triad Advisors, Inc. and Northstar Financial Partners, Inc.
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
MI
01/07/2025 - Present
Onedigital Investment Advisors (Auburn Hills MI)
MI
02/17/2017 - 12/22/2023
TRIAD ADVISORS LLC (Auburn Hills MI)
MI
08/30/2013 - 03/02/2017
LPL FINANCIAL LLC (TROY MI)
MI
04/17/2001 - 12/31/2013
NORTHSTAR FINANCIAL PARTNERS, INC. (TROY MI)
MI
08/15/1995 - 08/09/2001
SEGER FINANCIAL, INC. (BIRMINGHAM MI)
NY
02/09/1994 - 11/11/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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