Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cathleen? Claim Your ProfileCathleen Odish is a financial advisor with LPL Financial LLC. Cathleen has been in the financial industry since June 23, 2010, and holds Series 7 and 66 registrations as well as a Series SIE. Cathleen has worked with National Planning Corporation, Cambridge Investment Research, Inc., and Cambridge Investment Research Advisors, Inc. Cathleen is also a presenter for White Glove Workshops. Cathleen is currently registered in Michigan and Ohio.
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.
Consulting and other non-discretionary advisory services
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.
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2
MI
01/09/2024 - Present
LPL Financial LLC (BLOOMFIELD HILLS MI)
MI
10/09/2017 - 01/17/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Bloomfield MI)
MI
06/23/2010 - 10/11/2017
NATIONAL PLANNING CORPORATION (BLOOMFIELD HILLS MI)
BOTH
Issued 11/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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