Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liam? Claim Your ProfileLiam Charles O'Donnell is a registered representative with Principal Securities, Inc. Liam has been in the securities industry for over 2 years. Liam is registered to provide investment advice in New York and is currently licensed in Florida, Massachusetts, New Jersey, New York, and Pennsylvania. Liam has passed the General Securities Representative Examination (Series 7), the Securities Industry Essentials Examination (SIE), and the Uniform Combined State Law Examination (Series 66). Liam is also an insurance agent for Principal Life Insurance Company and is currently registered to sell life, disability, annuity, health, long-term care, dental, Medicare, and medical insurance. Liam is also a licensed real estate agent in New York. Liam has been a financial advisor for over 12 years and has experience working with individuals, families, and businesses. Liam is committed to providing clients with personalized financial advice and strategies that meet their individual needs. Liam is affiliated with Principal Securities, Inc. and Principal Life Insurance Company.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
NY
02/02/2024 - Present
Principal Securities, Inc. (Melville NY)
NY
09/01/2022 - 01/18/2024
FIDELITY BROKERAGE SERVICES LLC (GARDEN CITY NY)
BOTH
Issued 03/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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