Unclaimed
Michael Cameron Behrman is a financial advisor registered with Onedigital Investment Advisors and is also registered in Maryland as an Investment Advisor Representative. Michael holds the Series 7 and SIE licenses and is a Certified Financial Planner.
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
12/12/2023 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
MD
06/23/2021 - 01/03/2022
TRIAD ADVISORS LLC (Baltimore MD)
MD
12/20/2017 - 05/21/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (HUNT VALLEY MD)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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