Unclaimed
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.
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.
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.
1
2
MA
05/22/2002 - Present
National Financial Services LLC (WESTWOOD MA)
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
Active
Inactive
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
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