Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Chiyoshi Odo is a financial advisor with Cadaret Grant & Co., Inc., with experience in the industry since 2010. Casey Odo is a registered representative and investment advisor representative in Connecticut. Prior to joining Cadaret Grant & Co., Inc., Casey Odo was associated with Securities America, Inc. and Investcorp, Inc. Casey Odo holds Series 7 and Series 63 licenses as well as the SIE and Series 65. Casey Odo offers a range of services including financial planning, portfolio management, educational seminars, and selection of other advisors. Casey Odo is also involved in other businesses including Nobile Hinchey Private Wealth Management and CX3 Enterprises.
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.
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.
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2
CT
05/15/2023 - Present
Cadaret, Grant & CO., Inc. (Glastonbury CT)
CT
07/17/2020 - 05/12/2023
SECURITIES AMERICA, INC. (GLASTONBURY CT)
CT
10/08/2015 - 07/17/2020
INVESTACORP, INC. (GLASTONBURY CT)
CT
05/13/2014 - 10/01/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (WINDSOR CT)
HI
07/13/2009 - 08/26/2013
NATIONAL PLANNING CORPORATION (HONOLULU HI)
IA
Issued 11/03/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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