Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Gerard O'Donnell is a financial advisor with over 23 years of experience in the financial services industry. Joseph has been with LPL Financial LLC since September 2009, and has worked in a variety of roles during that time, most recently as a Registered Representative. Prior to joining LPL Financial LLC, Joseph was registered with Associated Securities Corp. and Signator Investors, Inc., where he gained experience in both investment advising and brokerage services. Joseph holds Series 6, 63, and 65 licenses, as well as the SIE exam. Joseph specializes in providing financial planning and investment advice to individuals, families, and small businesses.
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.
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.
Consulting and other non-discretionary advisory services
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.
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2
IL
11/05/2013 - Present
LPL Financial LLC (DARIEN IL)
IL
05/27/2004 - 09/08/2009
ASSOCIATED SECURITIES CORP. (HOFFMAN ESTATES IL)
MA
11/02/1999 - 06/07/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 03/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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