Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mindee? Claim Your ProfileMindee Kissinger is an Investment Advisor Representative at Onedigital Investment Advisors, with a focus on providing financial planning and portfolio management services. Mindee has over 18 years of experience in the financial services industry. Mindee is registered with the state of California and holds Series 6, 7, 63, and 66 licenses as well as the SIE. Mindee is passionate about helping her 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.
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2
CA
07/08/2021 - Present
Onedigital Investment Advisors (Sacramento CA)
CA
07/12/2021 - 11/03/2022
TRIAD ADVISORS LLC (Sacramento CA)
CA
02/08/2021 - 07/12/2021
KESTRA INVESTMENT SERVICES, LLC (SACRAMENTO CA)
CA
10/25/2019 - 10/12/2020
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (RANCHO CORDOVA CA)
CA
04/18/2011 - 10/08/2020
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)
CA
03/05/2009 - 11/03/2010
PRINCOR FINANCIAL SERVICES CORPORATION (ROSEVILLE CA)
CA
11/18/2004 - 02/10/2009
WAMU INVESTMENTS, INC. (SAN DIEGO CA)
BOTH
Issued 05/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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