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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lee Odom is a financial advisor at Ameriprise Financial Services, LLC, with over 26 years of experience in the financial services industry. David is registered with the state of California and has passed a number of securities exams, including Series 7, Series 31, Series 63, Series 65, and the Securities Industry Essentials Exam. David has previously worked at WELLS FARGO ADVISORS, LLC and MORGAN STANLEY DW INC. David specializes in providing financial planning, portfolio management, and asset allocation services to a variety of clients, including individuals, corporations, businesses, trusts, and charitable organizations. David is also a board member of the Hillmen Foundation, a non-profit organization that raises funds for the local high school.
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.
Asset allocation services
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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CA
07/27/2015 - Present
Ameriprise Financial Services, LLC (Auburn CA)
CA
08/19/2005 - 07/29/2015
WELLS FARGO ADVISORS, LLC (ROSEVILLE CA)
NY
09/17/1997 - 08/22/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 09/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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