Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patty? Claim Your ProfilePatty Battista Delmedico is an investment advisor representative at Onedigital Investment Advisors LLC. Patty has been in the industry for 4 years and holds the Series 66, Series 7TO, and SIE licenses. Patty has experience working at Wintrust Investments LLC, where she provided financial advisory services to clients.
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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IL
05/14/2024 - Present
Onedigital Investment Advisors (Addison IL)
IL
09/11/2020 - 05/02/2024
WINTRUST INVESTMENTS LLC (CHICAGO IL)
BOTH
Issued 04/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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