Unclaimed
David Odea is a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. David has been in the financial services industry for over 32 years and has worked with State Farm Investment Management Corp. since 2019. Previously, David worked with Nationwide Securities, Inc. and Mercantile Brokerage Services, Inc. David is licensed in Maryland. He is a Series 6, Series 65, and SIE licensed individual advisor representative. David has been active in the financial services industry since 1990. David holds a valid Uniform Investment Adviser Law Examination. David specializes in variable contracts and investment company products. David also holds a valid Securities Industry Essentials Exam.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
12/06/2021 - Present
State Farm Investment Management Corp. (Bel Air MD)
MD
12/10/2004 - 12/07/2006
MERCANTILE BROKERAGE SERVICES, INC. (ANNAPOLIS MD)
MD
10/30/2003 - 12/10/2004
MERCANTILE SECURITIES, INC. (BALTIMORE MD)
OH
01/03/2003 - 09/16/2003
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
OH
08/08/2002 - 12/19/2002
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
OH
09/24/1990 - 07/30/2002
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
IA
Issued 11/17/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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