Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Odonnell is an investment advisor representative and has been in the financial industry since March 17, 2004. Charles is currently registered with Pruco Securities, LLC, a registered investment advisor firm with over 113,500 accounts and over $16 billion in assets under management. Charles is registered in 51 states and the District of Columbia. Charles also has a referral agent position with Sotheby's Heritage House Realtors.
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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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.
Compensation from lpl enterprise, llc
1
2
NJ
05/20/2008 - Present
Pruco Securities, LLC (Westfield NJ)
BOTH
Issued 03/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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