Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kelley Odea is a financial advisor at Raymond James Financial Services Advisors, Inc. John has been in the financial services industry since 2004 and has experience with a variety of financial products and services. John is registered with the Financial Industry Regulatory Authority (FINRA) and is a Series 7, Series 6, Series 63, and Series 65 licensed professional. John is also a licensed life, disability, and long-term care insurance agent. John has worked with Securian Financial Services, Inc., NFP Advisor Services, LLC, M Holdings Securities, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Walnut Street Securities, Inc., and Raymond James Financial Services Advisors, Inc. John works with clients to help them achieve their financial goals. John is committed to providing his clients with the highest level of service and expertise.
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
CA
05/31/2023 - Present
Raymond James Financial Services Advisors, Inc. (San Ramon CA)
CA
01/09/2015 - 05/31/2023
SECURIAN FINANCIAL SERVICES, INC. (SAN RAMON CA)
CA
04/25/2011 - 01/06/2015
NFP ADVISOR SERVICES, LLC (LAFAYETTE CA)
CA
08/08/2007 - 04/05/2010
M HOLDINGS SECURITIES, INC. (LARKSPUR CA)
MA
05/05/2005 - 06/04/2007
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/05/2005 - 06/04/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
08/04/2004 - 08/10/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
08/08/2002 - 03/23/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/08/2002 - 03/23/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/8/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 8/7/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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