Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eileen? Claim Your ProfileEileen Elizabeth O'Donnell is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Jersey City, NJ. Eileen Elizabeth O'Donnell has been working in the industry since July 4, 2003 and is licensed to sell securities in the State of New Jersey. Eileen Elizabeth O'Donnell specializes in providing financial planning, portfolio management and pension consulting services. Eileen Elizabeth O'Donnell holds a Series 66 license, and has passed the Series 7, 10, 9, 52TO, 53, 4 and 24 principal exams.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
06/13/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JERSEY CITY NJ)
NJ
10/23/2009 - 12/06/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GLEN ROCK NJ)
NJ
02/16/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GLEN ROCK NJ)
MO
07/01/2003 - 04/19/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
02/05/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 04/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/27/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/28/2008
Series 4 - Registered Options Principal Examination
BC
Issued 02/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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