Unclaimed
Eric Scott O dell is a financial advisor with over 17 years of experience in the industry. Eric has a wide range of experience, having worked at several firms including Nomura Securities International, Inc., Credit Agricole Securities (USA) Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Eric is currently registered with RBC Capital Markets, LLC. Eric specializes in providing financial advice and portfolio management services to a variety of clients, including high-net-worth individuals, corporations, and institutions. Eric has a Series 7, Series 24, and Series 79TO licenses.
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
IL
01/21/2021 - Present
RBC Capital Markets, LLC (CHICAGO IL)
IL
07/11/2017 - 01/21/2021
NOMURA SECURITIES INTERNATIONAL, INC. (CHICAGO IL)
IL
02/16/2016 - 06/19/2017
CREDIT AGRICOLE SECURITIES (USA) INC. (CHICAGO IL)
IL
10/24/2007 - 01/12/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
02/13/2003 - 12/02/2003
DRESNER INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
09/07/2000 - 02/19/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2007
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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