Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Odonnell is a financial advisor with RBC Capital Markets, LLC, a firm with over $50 billion in assets under management. David Odonnell has been a registered representative in the securities industry since 1991. David Odonnell specializes in providing financial planning and investment advice to a wide range of clients, including individuals, businesses, and institutions. David Odonnell has a broad range of experience in the financial services industry, having worked for UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David Odonnell is licensed in several states and holds a number of professional designations.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
TX
01/24/2008 - Present
RBC Capital Markets, LLC (HOUSTON TX)
TX
10/30/1998 - 01/14/2008
UBS FINANCIAL SERVICES INC. (THE WOODLANDS TX)
NY
12/06/1994 - 11/05/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
02/22/1991 - 12/12/1994
D. E. WINE INVESTMENTS INC. (SPRING TX)
IA
Issued 01/19/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/28/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 02/20/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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 PEARL, 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 PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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