Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Odell is an investment advisor representative at Cetera Investment Advisers LLC. David has been working in the financial services industry since 1993. David is registered with the state of Illinois, and Texas. David has a Series 6, 7, 26, 63, and 65 license. In addition to working with Cetera Investment Advisers LLC, David is also a part owner of Delco Financial Services, Inc., Delco Financial Group, Inc., and G&O Development.
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
IL
06/29/2023 - Present
Cetera Investment Advisers LLC (SHOREWOOD IL)
IL
02/11/2011 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (SHOREWOOD IL)
IL
05/06/2002 - 02/11/2011
QA3 FINANCIAL CORP. (SHOREWOOD IL)
TN
04/01/1998 - 05/03/2002
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
NE
12/03/1993 - 04/30/1998
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 10/6/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/2/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/7/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/2/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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