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Jeffery Michael Omdahl

Pinnacle Capital Securities, LLC

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About Jeffery Michael Omdahl

Jeffery Omdahl is a financial advisor with Pinnacle Capital Securities, LLC. Jeffery has been in the financial services industry since September 9, 1988. Prior to joining Pinnacle Capital Securities, LLC, Jeffery was with INNOVATION PARTNERS LLC. Jeffery is registered with the state of California and holds the Series 3, 7, 8, and 63 licenses as well as the SIE exam.

Firm Information

Jeffery Omdahl is currently registered with Pinnacle Capital Securities, LLC. Pinnacle Capital Securities, LLC, is a Limited Liability Company formed on February 17, 2016. The firm is registered with the Securities and Exchange Commission and all 51 U.S. states.

Not reported

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jeffery Omdahl’s Registration & Firm History

CA

02/01/2023 - Present

Pinnacle Capital Securities, LLC (LONG BEACH CA)

NC

03/09/2022 - 02/02/2023

INNOVATION PARTNERS LLC (CHARLOTTE NC)

VA

01/22/2019 - 11/18/2021

FOLIO INVESTMENTS, INC. (MCLEAN VA)

MD

09/04/2014 - 08/14/2018

CEROS FINANCIAL SERVICES, INC. (ROCKVILLE MD)

MD

10/04/2002 - 02/07/2014

PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)

MA

11/28/2001 - 09/03/2002

ASSOCIATED SECURITIES CORP. (BOSTON MA)

MI

01/16/2001 - 12/12/2001

SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)

MD

10/08/1996 - 12/07/1999

PADCO FINANCIAL SERVICES, INC. (ROCKVILLE MD)

AZ

04/11/1996 - 06/25/1996

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

WA

12/07/1995 - 01/01/1996

SIERRA INVESTMENT SERVICES CORPORATION (SEATTLE WA)

NY

08/17/1995 - 11/30/1995

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

08/17/1995 - 11/30/1995

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

CA

10/16/1995 - 11/10/1995

GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)

NC

02/21/1994 - 09/12/1995

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

MA

12/23/1992 - 02/01/1994

SELIGMAN ADVISORS, INC. (BOSTON MA)

MA

07/06/1990 - 01/13/1992

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

NJ

09/26/1986 - 11/08/1989

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NA

12/21/1983 - 09/30/1986

E. F. HUTTON & COMPANY INC

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Licenses & Designations

BC

Issued 01/09/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/01/1987

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 08/14/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/1986

Series 3 - National Commodity Futures Examination

BC

Issued 12/17/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffery Michael Omdahl.
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