Unclaimed
John Lewis Odom is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Clearwater, FL. John has been working in the financial services industry since 2013. John is registered as a Broker-Dealer, Investment Adviser Representative, and has licenses in 31 states and 2 other jurisdictions. John is also a Treasurer for the Greater Dunedin Little League.
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
FL
05/08/2023 - Present
Raymond James Financial Services Advisors, Inc. (Clearwater FL)
FL
03/09/2018 - 05/15/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CLEARWATER FL)
FL
04/29/2013 - 03/09/2018
WELLS FARGO CLEARING SERVICES, LLC (CLEARWATER FL)
BOTH
Issued 12/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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