Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heath? Claim Your ProfileHeath Cassidy Odom has been a registered investment advisor for over 30 years. Heath is currently employed by Fidelity Personal And Workplace Advisors and has worked with the firm since July 2018. Heath has experience with many financial products including but not limited to, portfolio management for individuals, corporations, and pension and profit-sharing plans.
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.
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.
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.
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2
FL
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (PALM BEACH GARDENS FL)
NJ
09/26/1994 - 10/03/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MA
10/06/1993 - 09/27/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
10/06/1993 - 09/27/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
09/15/1993 - 09/30/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
09/15/1993 - 09/30/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 01/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/22/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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