Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Glenn Odum is a financial advisor with Raymond James Financial Services Advisors, Inc. Jeffrey has been in the financial industry since 1999 and has held previous positions with LPL FINANCIAL LLC and INVEST FINANCIAL CORPORATION. Jeffrey is licensed to sell securities in 27 states and has a Series 63, Series 7 and SIE. Jeffrey is a financial advisor with a strong background in providing investment and insurance advice. Jeffrey provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
01/21/2021 - Present
Raymond James Financial Services Advisors, Inc. (Lexington TN)
TN
02/14/2018 - 01/25/2021
LPL FINANCIAL LLC (HENDERSON TN)
TN
05/25/1999 - 02/14/2018
INVEST FINANCIAL CORPORATION (LEXINGTON TN)
BC
Issued 06/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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