Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Walter Odiorne is a financial advisor with over 25 years of experience in the industry. David Odiorne is currently registered with Mason Investment Advisory Services Inc. and has been with the firm since September 1999. Previously, David Odiorne was registered with Northwestern Mutual Investment Services, Inc. and Robert W. Baird & Co. Incorporated. David Odiorne holds Series 6, 7, 8, 63, and 65 securities licenses. David Odiorne is a Certified Financial Planner and a Chartered Financial Consultant. David Odiorne specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. David Odiorne serves clients in Connecticut, Florida, Illinois, Texas, and Virginia.
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.
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.
1
2
VA
01/09/2001 - Present
Mason Investment Advisory Services Inc. (RESTON VA)
WI
11/12/1994 - 04/08/1996
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
11/12/1994 - 04/08/1996
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
02/17/1989 - 01/29/1991
NML EQUITY SERVICES, INC. (MILWAUKEE WI)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Odiorne is the right advisor for you? Invested Better is here to help.
