Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Odya is a financial advisor currently registered with Charles Schwab & CO., Inc.. He joined the firm in 2017 and has prior experience in the financial industry. Ian specializes in providing financial planning services and can assist with other advisor referrals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
08/28/2020 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BOTH
Issued 08/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/26/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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