Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Odenthal is a financial advisor with Raymond James & Associates, Inc., registered with the state of Georgia. Allison has been in the financial industry since November 2012. Before joining Raymond James & Associates, Inc., Allison was a financial advisor at Janney Montgomery Scott LLC. Allison holds Series 66, Series 9, SIE, and Series 7 licenses and has provided financial advice to individuals, families, and businesses. Allison specializes in investment planning, retirement planning, and wealth management. Allison is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
03/23/2023 - Present
Raymond James & Associates, Inc. (Woodstock GA)
GA
04/17/2019 - 03/21/2023
JANNEY MONTGOMERY SCOTT LLC (ATLANTA GA)
GA
02/07/2018 - 04/24/2019
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
GA
08/17/2017 - 02/07/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
FL
01/10/2013 - 01/26/2016
INVEST FINANCIAL CORPORATION (STUART FL)
FL
04/28/2011 - 01/02/2013
PNC INVESTMENTS (PORT ST. LUCIE FL)
BOTH
Issued 07/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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