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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Brandimarte is a registered investment advisor representative with OneDigital Investment Advisors. William has been in the industry since 2014, previously working at Slavic401k and Florida Atlantic University. William earned a Series 65 license by passing the Uniform Investment Adviser Law Examination in October 2022. William specializes in working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, state or municipal government entities and pooled investment vehicles. OneDigital Investment Advisors provides financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisers.
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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2
KS
03/16/2023 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
IA
Issued 10/27/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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