Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn O'Donnell is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. John has been in the industry since March 26, 2017. John's professional experience includes positions with Key Investment Services LLC and Citizens Securities, Inc. John is licensed in 32 states. In addition to their work as a financial advisor, John also owns a real estate business, HOWM Realty LLC.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
PA
11/09/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PITTSBURGH PA)
PA
09/09/2020 - 08/01/2022
CITIZENS SECURITIES, INC. (OAKMONT PA)
PA
12/13/2018 - 09/09/2020
KEY INVESTMENT SERVICES LLC (PITTSBURGH PA)
NJ
07/18/2016 - 04/04/2018
ADP BROKER-DEALER, INC. (ROSELAND NJ)
BOTH
Issued 05/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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