Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Odze is a financial advisor with Equitable Advisors, LLC. Daniel is a registered representative and investment advisor representative with Series 7, Series 63, and Series 66 licenses. Daniel has been in the financial services industry since 2012. Equitable Advisors, LLC has over 4230 licensed agents and over 3947 investment advisor representatives. The firm provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
02/05/2021 - Present
Equitable Advisors, LLC (FT. LAUDERDALE FL)
NY
10/17/2012 - 05/13/2013
WELLS FARGO ADVISORS, LLC (NEW CITY NY)
NY
08/10/2012 - 08/30/2012
COMMERCE ONE FINANCIAL INC. (SYOSSET NY)
BOTH
Issued 11/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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