Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mindy? Claim Your ProfileMindy Filer is a registered investment advisor representative with Onedigital Investment Advisors, with offices in Hummelstown, PA and Overland Park, KS. Mindy has been in the industry since February 13, 2013, working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Mindy provides a range of financial planning and investment management services, including portfolio management, pension consulting, and selection of other advisors.
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
PA
08/22/2023 - Present
Onedigital Investment Advisors (Hummelstown PA)
PA
11/02/2018 - 08/23/2024
TRIAD ADVISORS LLC (York PA)
NY
01/03/2017 - 11/07/2018
LPL FINANCIAL LLC (WHITE PLAINS NY)
PA
07/15/2014 - 08/16/2016
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
03/01/2011 - 12/14/2012
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 08/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mindy Filer is the right advisor for you? Invested Better is here to help.
