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Daniel Joseph O'Donnell

Jefferies LLC

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About Daniel Joseph O'Donnell

Daniel O'Donnell is an Investment Advisor Representative with Jefferies LLC. Daniel has been in the financial industry since November 18, 1995. Daniel is licensed in all 50 states and the District of Columbia. Daniel has a Series 3, 7, 9, 10 and 63 license and a SIE designation. Prior to joining Jefferies LLC, Daniel worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

Firm Information

Daniel O'Donnell is currently registered with Jefferies LLC. Jefferies LLC is a Limited Liability Company formed on March 1, 2013, operating in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are approved by the SEC and hold active registrations in all 53 jurisdictions.

Not reported

Assets Under Management

Not reported

Total Clients

446

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Daniel O'Donnell’s Registration & Firm History

FL

02/17/2009 - Present

Jefferies LLC (MIAMI FL)

MA

11/15/1995 - 02/12/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)

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Licenses & Designations

BC

Issued 09/25/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2005

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/21/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/08/2006

Series 3 - National Commodity Futures Examination

BC

Issued 09/19/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Daniel Joseph O'Donnell.
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