Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Haralson is a Registered Investment Advisor (RIA) at OneDigital Investment Advisors. Stephanie is a highly experienced professional with more than 25 years in the financial services industry. She is also a licensed investment advisor representative in Michigan. Stephanie is a skilled investment advisor representative, providing financial planning and investment advice to individuals, families, and businesses. Stephanie holds the Series 6, Series 63, and Series 65 licenses. Stephanie's previous employer was The Huntington Investment Company.
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
03/25/2024 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
MI
05/21/2018 - 07/06/2023
THE HUNTINGTON INVESTMENT COMPANY (BYRON CENTER MI)
IA
Issued 03/25/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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