Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory O'Donnell is an investment advisor representative with Independent Financial Group, LLC and O'Donnell Financial Services, LLC. Gregory has been in the industry since 1996 and has experience in portfolio management for individuals and businesses, financial planning, and pension consulting. Gregory O'Donnell has licenses in several states, including California, Texas, and Arizona.
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.
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
CA
01/13/2017 - Present
Independent Financial Group, LLC (San Rafael CA)
CA
05/14/2013 - 10/27/2016
SECURITIES AMERICA, INC. (CAMPBELL CA)
CA
05/22/2009 - 05/14/2013
FINANCIAL TELESIS INC (LARKSPUR CA)
CA
05/15/2008 - 05/28/2009
LIBERTY GROUP, LLC (OAKLAND CA)
CA
12/22/1997 - 05/21/2008
ROYAL ALLIANCE ASSOCIATES, INC. (LARKSPUR CA)
GA
10/14/1996 - 01/20/1998
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 10/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory O'Donnell is the right advisor for you? Invested Better is here to help.
