Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Fred Odell has been working in the financial services industry since 1994. Currently, John Fred Odell is registered with Janney Montgomery Scott LLC and is based in York, PA. Prior to joining Janney Montgomery Scott LLC, John Fred Odell was employed at WELLS FARGO CLEARING SERVICES, LLC, MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BARABAN SECURITIES, INC., and TAMARON INVESTMENTS, INC.. John Fred Odell holds the following licenses: Series 63, Series 65, Series 7, and SIE. John Fred Odell specializes in helping individuals, corporations, charitable organizations, pension and profit sharing plans, and state or municipal government entities.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
08/10/2022 - Present
Janney Montgomery Scott LLC (York PA)
PA
06/16/2014 - 08/12/2022
WELLS FARGO CLEARING SERVICES, LLC (LEMOYNE PA)
PA
06/01/2009 - 06/24/2014
MORGAN STANLEY (HARRISBURG PA)
PA
11/11/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HARRISBURG PA)
PA
05/04/1995 - 11/13/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (YORK PA)
CA
10/07/1994 - 05/12/1995
BARABAN SECURITIES, INC. (LOS ANGELES CA)
CO
05/03/1994 - 10/07/1994
TAMARON INVESTMENTS, INC. (ENGLEWOOD CO)
CO
04/28/1994 - 05/19/1994
COHIG & ASSOCIATES, INC. (ENGLEWOOD CO)
IA
Issued 08/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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