Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Michael Odell is a financial advisor at B. Riley Wealth Advisors, Inc. Kyle has over 13 years of experience in the financial services industry. Kyle holds Series 7, 24, and 66 securities licenses and is a Certified Financial Planner. Kyle specializes in working with high-net-worth individuals, corporations, and charitable organizations. Previously, Kyle worked at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Kyle’s clients value his comprehensive approach to financial planning, including investment management, retirement planning, and estate planning.
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.
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
08/27/2024 - Present
B. Riley Wealth Advisors, Inc. (Poughkeepsie NY)
NY
07/31/2015 - 08/26/2024
FIDELITY BROKERAGE SERVICES LLC (ALBANY NY)
TX
08/12/2013 - 06/25/2015
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
NY
10/14/2010 - 07/17/2013
AXA ADVISORS, LLC (POUGHKEEPSIE NY)
BOTH
Issued 02/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kyle Odell is the right advisor for you? Invested Better is here to help.
