Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregery? Claim Your ProfileGregery Dean Odell is a financial professional with over 30 years of experience in the industry. Gregery is currently registered with Principal Securities, Inc. and has been with them since December of 2023. Prior to this, Gregery worked with Park Avenue Securities LLC, NYLIFE Securities LLC, Pruco Securities, LLC, and several other firms over the years. Gregery holds several licenses including Series 7, 6, 24, 26, 52TO, 53 and 63 and also holds the Chartered Financial Consultant designation. Gregery's specialties include retirement planning, college planning, and investment strategies. Gregery is committed to providing personalized financial guidance to help individuals and families achieve their financial goals.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
TX
01/08/2024 - Present
Principal Securities, Inc. (ADDISON TX)
TX
07/17/2023 - 01/05/2024
PARK AVENUE SECURITIES LLC (FORT WORTH TX)
TX
12/24/2020 - 07/10/2023
NYLIFE SECURITIES LLC (FRISCO TX)
TX
06/12/2020 - 12/07/2020
PRUCO SECURITIES, LLC. (Frisco TX)
TX
05/27/2014 - 02/20/2020
PRUCO SECURITIES, LLC. (IRVING TX)
TX
02/19/2014 - 05/22/2014
NEW ENGLAND SECURITIES (DALLAS TX)
TX
06/03/2013 - 05/22/2014
METLIFE SECURITIES INC. (DALLAS TX)
TX
10/26/2012 - 06/07/2013
SAGEPOINT FINANCIAL, INC. (ADDISON TX)
CA
09/24/2004 - 07/18/2012
METLIFE SECURITIES INC. (SAN JOSE CA)
TX
09/24/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DALLAS TX)
NE
08/27/1998 - 07/29/2004
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
CA
03/16/1995 - 08/26/1998
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
GA
08/15/1994 - 03/16/1995
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
03/11/1994 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
IN
09/04/1991 - 02/02/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/04/1991 - 02/02/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
06/13/1989 - 09/27/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/13/1989 - 09/27/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/06/2008
Series 24 - General Securities Principal Examination
BC
Issued 06/10/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/30/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/12/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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