Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Richard Odonnell is a financial advisor with over 30 years of experience in the industry. James is registered with LPL Financial LLC and is licensed to provide securities and investment advisory services in multiple states. James has a strong background in financial planning and portfolio management, and is committed to providing personalized advice to help clients reach their financial goals. James has worked with a variety of clients, including high-net-worth individuals, families, and businesses. James is a graduate of the University of Connecticut and holds the Series 6, 7, 24, 26, and 63 licenses.
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.
Consulting and other non-discretionary advisory services
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.
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CT
11/16/1993 - Present
LPL Financial LLC (NAUGATUCK CT)
NJ
11/08/1989 - 04/20/1993
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 03/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/1993
Series 24 - General Securities Principal Examination
BC
Issued 12/03/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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