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John W O'Donnell

National Financial Services LLC

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About John W O'Donnell

John O'Donnell is a financial professional with over 20 years of experience in the industry. John is a Registered Representative with National Financial Services LLC, a brokerage firm that provides financial services including investment management, financial planning and retirement planning. John holds the Series 7, 24, and 63 securities licenses, as well as the SIE exam. John is licensed to provide securities advice in all states and jurisdictions across the United States.

Firm Information

John O'Donnell is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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John O'Donnell’s Registration & Firm History

MA

05/22/2002 - Present

National Financial Services LLC (WESTWOOD MA)

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Licenses & Designations

BC

Issued 06/25/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/08/2024

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for John W O'Donnell.
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