Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Arthur Odzer is an investment advisor representative registered with Orba Wealth Advisors, LLC. Joseph has been in the industry since July 1986 and is currently registered with the state of Illinois. Joseph is also registered in Texas as a non-resident investment advisor representative and Wyoming. Joseph Odzer is a Series 65 licensed advisor representative and has been with Orba Wealth Advisors, LLC since November 2019.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
08/13/2024 - Present
Orba Wealth Advisors, LLC (CHICAGO IL)
IA
Issued 01/13/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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