Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ayodeji? Claim Your ProfileAyodeji Ogundiya is a financial advisor with Charles Schwab & CO., Inc. Ayodeji has been in the industry since June 2013 and has worked for Fidelity Brokerage Services LLC and Fidelity INV in the past. Ayodeji is registered in 15 states and holds Series 63, Series 66, and Series 7 licenses. Ayodeji also holds the SIE exam certification. Ayodeji specializes in providing financial planning and portfolio management services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IL
06/03/2019 - Present
Charles Schwab & CO., Inc. (Oak Brook IL)
IL
03/29/2013 - 03/05/2019
FIDELITY BROKERAGE SERVICES LLC (HIGHLAND PARK IL)
BOTH
Issued 03/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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