Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gene? Claim Your ProfileGene O'Dell is an investment advisor representative at Wells Fargo Advisors Financial Network, LLC. Gene has been in the securities industry since 2000, and has been registered with Wells Fargo Advisors Financial Network, LLC since February 2021. Gene has passed the Series 63, 65, 7, 24, 31, and SIE exams, and has a strong track record of success in the industry. Gene is registered to provide securities and investment advisory services in 28 states, including Missouri, Texas, and California. Gene specializes in providing portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
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.
Investment consulting services to institutional clients
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.
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2
MO
02/11/2021 - Present
Wells Fargo Advisors Financial Network, LLC (SPRINGFIELD MO)
MO
01/01/2008 - 02/11/2021
WELLS FARGO CLEARING SERVICES, LLC (SPRINGFIELD MO)
MO
04/25/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SPRINGFIELD MO)
NE
09/30/2005 - 01/21/2006
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IL
10/21/2002 - 03/25/2005
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NY
04/24/2000 - 09/16/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 06/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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