Unclaimed
Matthew Kenneth Odom is a Registered Representative and Investment Advisor Representative with Ally Invest Advisors. Matthew has over 12 years of experience in the financial services industry. Matthew is a Series 66, Series 63, Series 4, Series 53, Series 24, Series 52TO, SIE, and Series 7 licensed professional. Matthew has worked for several firms including, MML Investors Services, LLC, MSI Financial Services, Inc., MetLife Securities, Inc, LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., and E*TRADE Securities LLC. Matthew has a strong track record of success and is committed to providing his clients with the highest quality financial advice.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
07/01/2020 - Present
Ally Invest Advisors (CHARLOTTE NC)
NC
03/25/2017 - 07/11/2018
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
09/28/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
07/01/2016 - 09/15/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
03/21/2014 - 07/01/2016
METLIFE SECURITIES, INC (CHARLOTTE NC)
NC
05/06/2013 - 07/16/2013
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
10/23/2009 - 07/03/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
08/20/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
07/27/2007 - 07/11/2008
E*TRADE SECURITIES LLC (CHARLOTTE NC)
BOTH
Issued 06/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2017
Series 4 - Registered Options Principal Examination
BC
Issued 08/26/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/30/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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