Unclaimed
Kevin Odell is a financial advisor with Eagle Strategies LLC. Kevin has been in the financial services industry since October 14, 1985 and is registered with the state of Georgia as an investment advisor representative. Kevin is also registered with the states of Colorado, Florida, New Jersey, North Carolina, South Carolina, Texas, and with the FINRA. Kevin is licensed to sell securities and variable insurance products. Kevin also holds a Series 63, SIE, Series 22, and Series 6 license. Kevin's experience and expertise help clients with a variety of financial needs. Kevin is a Chartered Financial Consultant. Kevin has experience working with various insurance carriers to broker non-registered insurance products. Kevin owns a rental property and is an investor with NYLARC Holding Company, Inc.
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.
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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2
GA
09/12/2023 - Present
Eagle Strategies LLC (CLAXTON GA)
BC
Issued 10/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/14/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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