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Angelo Odore

Lifemark Securities Corp.

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About Angelo Odore

Angelo Odore is a financial professional with over 20 years of experience in the industry. Angelo is currently registered with Lifemark Securities Corp. and has experience with MassMutual Life Insurance Company, NYLIFE SECURITIES LLC, and MML INVESTORS SERVICES, LLC. Angelo is also a licensed insurance agent. Angelo focuses on providing financial planning and portfolio management services to individuals.

Firm Information

Angelo Odore is currently registered with Lifemark Securities Corp.. Lifemark Securities Corp. is a registered investment advisor headquartered in Rochester, NY. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They have 86 licensed agents, investment advisor representatives, and registered representatives who manage $246,107,839 in assets for 1,231 accounts. They are registered with the SEC and in all 50 states.
Lifemark Securities Corp.

400 WEST METRO PARK

ROCHESTER, NY 14623

$246.11M

Assets Under Management

780

Total Clients

135

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Angelo Odore’s Registration & Firm History

NY

01/03/2022 - Present

Lifemark Securities Corp. (Pearl River NY)

NY

06/13/2017 - 12/31/2021

MML INVESTORS SERVICES, LLC (Melville NY)

NY

06/03/2013 - 05/15/2017

NYLIFE SECURITIES LLC (MELVILLE NY)

WA

02/20/2006 - 09/21/2007

MML INVESTORS SERVICES, INC. (SEATTLE WA)

MA

12/22/1994 - 01/09/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

12/22/1994 - 01/09/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/24/2013

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 09/21/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/09/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2015

Series 7 - General Securities Representative Examination

BC

Issued 05/31/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angelo Odore.
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