Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian O'Donnell is a financial advisor who has been in the industry since August 2017. Christian holds Series 6, 63 and 65 licenses. Christian is currently registered with TD Private Client Wealth LLC and is licensed in Connecticut, Massachusetts, Michigan, New Hampshire and Vermont. Previously Christian worked for Santander Securities LLC in Beverly, MA. Christian has experience working with a variety of clients, including high-net-worth individuals, corporations, insurance companies, pension and profit sharing plans, and charitable organizations. Christian specializes in financial planning, portfolio management, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
07/29/2024 - Present
TD Private Client Wealth LLC (Cambridge MA)
MA
08/31/2017 - 06/14/2018
SANTANDER SECURITIES LLC (BEVERLY MA)
IA
Issued 05/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Christian Odonnell is the right advisor for you? Invested Better is here to help.
