Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Odonnell is a financial advisor with L.m. Kohn & Co. Christopher has over 25 years of experience in the financial services industry and is licensed to provide financial advice in California, Florida and Ohio. Christopher holds the Series 7, Series 55, Series 57TO and SIE licenses. Christopher specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and pension plans. Christopher's experience, coupled with his commitment to building lasting relationships, makes him a valuable resource for clients seeking to achieve their financial goals.
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.
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.
Flat commission/execution fee
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2
OH
12/15/2022 - Present
L.m. Kohn & Co. (ROCKY RIVER OH)
OH
12/04/1997 - 12/13/2022
BAKER & CO., INCORPORATED (ROCKY RIVER OH)
BC
Issued 01/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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