Unclaimed
John Odell is a financial professional with over 30 years of experience in the industry. John has held principal positions at a number of firms, including Capital Research & Consulting LLC and Arroyo Investment Group, LLC, and has also served as a Managing Partner for SOR-DEL Properties. John is registered with the state of California as both a broker-dealer and an investment advisor and holds a Series 7, 24, 27, 51 and 63 license as well as the SIE and Series 99TO exams.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Asset based fees
1
2
CA
11/25/2019 - Present
Capital Research & Consulting LLC (PASADENA CA)
NY
08/21/1998 - 04/03/2000
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
CA
03/29/1996 - 09/24/1998
ASCHER/DECISION SERVICES, INC. (SAN MARINO CA)
NA
08/05/1992 - 07/20/1995
PASADENA FUND SERVICES, INC.
NY
08/09/1991 - 11/04/1991
CITICORP SELECT INVESTMENTS (LONG ISLAND CITY NY)
CA
05/10/1989 - 10/04/1991
PILGRIM DISTRIBUTORS CORP. (LOS ANGELES CA)
CA
12/20/1988 - 05/05/1989
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
IA
Issued 10/01/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 03/21/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/08/2000
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/09/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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