Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda O'Dell is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., with over six years of experience in the financial services industry. She is licensed to offer securities advice in a number of states including Massachusetts, Connecticut, New York, Texas, California, and Florida. Amanda is registered as a General Securities Representative, a Securities Industry Essentials Representative, and a Investment Company Products/Variable Contracts Representative. She is also a licensed Investment Advisor Representative. Amanda has experience working with various clients, including individuals, businesses, corporations, pensions, and investment companies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MA
08/26/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
NC
08/03/2016 - 01/15/2020
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
VA
03/30/2015 - 08/10/2016
WELLS FARGO ADVISORS, LLC (RICHMOND VA)
IA
Issued 04/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/30/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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