Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Litwinczuk is an Investment Advisor Representative at OneDigital Investment Advisors. Paul has been in the financial industry since 1994 and has a wide range of experience in the industry. Paul is registered with the state of Oregon and is also licensed to offer securities products. The firm specializes in providing financial planning, pension consulting, and portfolio management services to a wide range of clients, including individuals, businesses, and institutions. The firm has over $107 billion in assets under management.
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
KS
10/06/2023 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
OR
05/05/2006 - 10/15/2007
STANCORP EQUITIES, INC. (PORTLAND OR)
MN
08/20/1996 - 06/09/1998
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
09/26/1994 - 04/02/1996
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 09/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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