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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 J. Rawlings is a financial advisor with Onedigital Investment Advisors. Michael has been in the financial services industry for over 15 years. He has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Michael is a Certified Financial Planner and holds the Series 6, 7, 24, 63 and 66 securities licenses. He is also registered with the state of Utah.
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
KS
04/06/2022 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
UT
04/26/2022 - 06/02/2023
TRIAD ADVISORS LLC (Sandy UT)
UT
02/25/2016 - 01/31/2022
ROYAL ALLIANCE ASSOCIATES, INC. (SOUTH JORDAN UT)
UT
01/01/2008 - 05/31/2008
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
07/30/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
BOTH
Issued 05/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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