Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Douglas Odonnell is a financial advisor in Fairfax, Virginia with 16 years of experience in the financial services industry. James is currently registered with Cetera Investment Advisers LLC and has held previous positions with Principal Securities, Inc., Stifel, Nicolaus & Company, Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. James specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and high-net-worth individuals.
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.
A percentage of the total value of assets under management is charged.
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VA
12/14/2023 - Present
Cetera Investment Advisers LLC (FAIRFAX VA)
VA
01/09/2023 - 12/14/2023
PRINCIPAL SECURITIES, INC. (Falls Church VA)
MD
12/02/2016 - 08/02/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (HUNT VALLEY MD)
DC
12/13/2007 - 12/07/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
BOTH
Issued 2/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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