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Latoya Renee Oshodi

Kestra Investment Services, LLC

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About Latoya Renee Oshodi

Latoya Renee Oshodi is a financial professional with over 10 years of experience in the industry. Latoya is currently registered with Kestra Investment Services, LLC and is licensed to conduct business in Texas. Latoya has previously worked with other firms, including KESTRA INVESTMENT SERVICES, LLC, AMERICAN ENTERPRISE INVESTMENT SERVICES INC., and AMERIPRISE FINANCIAL SERVICES, INC.. Latoya holds the Series 66, Series 7 and SIE licenses and is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Latoya Oshodi is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Latoya Oshodi’s Registration & Firm History

TX

12/05/2023 - Present

Kestra Investment Services, LLC (DALLAS TX)

TX

09/19/2019 - 12/22/2021

KESTRA INVESTMENT SERVICES, LLC (DALLAS TX)

MN

08/28/2017 - 10/04/2019

AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)

TX

05/03/2012 - 08/28/2017

AMERIPRISE FINANCIAL SERVICES, INC. (PLANO TX)

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Licenses & Designations

BOTH

Issued 05/15/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Latoya Renee Oshodi.
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