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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gouldin is a financial advisor at Onedigital Investment Advisors, a firm with a focus on providing financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Michael has been in the industry since 1998 and holds the Series 7, Series 24, and Series 66 licenses. He is a registered investment advisor in New Jersey and is also registered as a broker-dealer in multiple states. In addition to his work at Onedigital Investment Advisors, Michael is also a passive investor in several rental properties.
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
NJ
12/08/2021 - Present
Onedigital Investment Advisors (Basking Ridge NJ)
NJ
01/18/2022 - 08/23/2024
TRIAD ADVISORS LLC (Basking Ridge NJ)
NJ
11/05/1998 - 01/14/2022
APW CAPITAL, INC. (BASKING RIDGE NJ)
BOTH
Issued 06/02/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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