Unclaimed
Michael Odonnell is a financial advisor with PFS Investments Inc. Michael is a Registered Representative of PFS Investments Inc. who has been in the securities industry since 2002 and has held licenses with KEY INVESTMENT SERVICES LLC and LPL FINANCIAL LLC. Michael is registered with the state of New York.
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.
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.
1
2
NY
03/09/2020 - Present
PFS Investments Inc. (LATHAM NY)
NY
09/21/2016 - 03/27/2018
KEY INVESTMENT SERVICES LLC (BALLSTON NY)
NY
08/22/2011 - 09/21/2016
LPL FINANCIAL LLC (BALLSTON NY)
NY
07/04/2002 - 08/01/2011
PFS INVESTMENTS INC. (LATHAM NY)
BC
Issued 07/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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