Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Anthony Odorczuk is a financial advisor with Stifel, Nicolaus & Company, Inc. James has been in the industry since 1997. James has experience at several firms including Jefferies LLC, J.P. Morgan Securities LLC, Lehman Brothers Inc. and Hartford Equity Sales Company Inc. James offers a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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
MA
09/17/2021 - Present
Stifel, Nicolaus & Company, Inc. (BOSTON MA)
MA
07/08/2016 - 10/27/2021
JEFFERIES LLC (BOSTON MA)
MA
02/18/2005 - 07/12/2016
J.P. MORGAN SECURITIES LLC (BOSTON MA)
NY
10/08/1999 - 03/01/2005
LEHMAN BROTHERS INC. (NEW YORK NY)
CT
10/02/1995 - 01/23/1998
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
IA
Issued 08/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure James Odorczuk is the right advisor for you? Invested Better is here to help.
