Unclaimed
Kevin Odonnell is a financial professional with over 17 years of experience in the industry. Currently, Kevin is a Principal at Wells Fargo Securities, LLC and is registered with the firm in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Kevin has a broad range of experience in the financial services industry, including securities, investment company products/variable contracts, direct participation programs, municipal securities, and operations. Kevin is a highly qualified and experienced professional with a deep understanding of the financial markets.
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
05/05/2023 - Present
Wells Fargo Securities, LLC (BOSTON MA)
MA
03/25/2005 - 01/19/2023
BARCLAYS CAPITAL INC. (BOSTON MA)
BC
Issued 08/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2023
Series 14 - Compliance Officer Examination
BC
Issued 05/05/2023
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 05/05/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/15/2019
Series 24 - General Securities Principal Examination
BC
Issued 05/05/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/05/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 05/05/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 05/05/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 05/05/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2005
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
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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