Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher O'Dell is a financial advisor with Fidelity Personal and Workplace Advisors in Rochester, NY. Christopher has over 13 years of experience in the financial services industry. Christopher is registered with the state of New York and Texas, and holds Series 7 and 66 securities licenses. Christopher has obtained the Certified Financial Planner designation, and has experience in providing financial planning, portfolio management, and educational seminars. Christopher has worked for Ameriprise Financial Services, Inc. and Allstate Financial Services, LLC in the past. Christopher is also a licensed Uber driver in San Francisco, CA.
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.
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.
1
2
NY
08/16/2021 - Present
Fidelity Personal AND Workplace Advisors (ROCHESTER NY)
NY
06/24/2014 - 08/02/2019
AMERIPRISE FINANCIAL SERVICES, INC. (ROCHESTER NY)
NY
10/08/2012 - 06/26/2014
ALLSTATE FINANCIAL SERVICES, LLC (ROCHESTER NY)
NY
01/18/2011 - 05/09/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSFORD NY)
NY
05/27/2009 - 11/18/2010
AMERIPRISE FINANCIAL SERVICES, INC. (ROCHESTER NY)
BOTH
Issued 07/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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