Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheena? Claim Your ProfileValene Fisher is a financial advisor currently registered with Onedigital Investment Advisors. She is also registered with the state of Georgia as an Investment Advisor Representative. Prior to joining Onedigital Investment Advisors, Valene Fisher was employed by Triad Advisors, MML Investors Services, LLC, Park Avenue Securities LLC, and Guardian Life Insurance Co of America. She has passed the Series 7, Series 66 and SIE exams. Valene Fisher has been working in the financial industry since October 17, 2018. She provides financial planning, portfolio management, pension consulting, and selection of other advisors to individuals, businesses, and pooled investment vehicles.
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
10/14/2021 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
GA
11/17/2022 - 08/23/2024
TRIAD ADVISORS LLC (Atlanta GA)
NY
02/28/2020 - 09/13/2021
MML INVESTORS SERVICES, LLC (LATHAM NY)
NY
09/12/2018 - 02/21/2020
PARK AVENUE SECURITIES LLC (LATHAM NY)
BOTH
Issued 03/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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