Unclaimed
Joseph John O'Donnell is a registered representative with Park Avenue Securities LLC. Joseph John O'Donnell has been in the industry since May 7, 2018 and is licensed in California, Colorado, Connecticut, Florida, Georgia, Hawaii, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, and Texas. Joseph John O'Donnell specializes in financial planning, selection of other advisors, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
NY
05/22/2023 - Present
Park Avenue Securities LLC (GARDEN CITY NY)
BOTH
Issued 06/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph O donnell is the right advisor for you? Invested Better is here to help.