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Michael Joseph O'Donnel

Valmark Securities, Inc.

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About Michael Joseph O'Donnel

Michael O'Donnel is a financial advisor with Valmark Securities, Inc. He is registered with FINRA and has been in the industry since 1994. Michael is licensed in 8 states, including California, Texas, and Florida. Michael holds the Series 6 and Series 63 licenses, and the SIE exam. Previously, Michael was registered with Lincoln Financial Securities Corporation and H.D. Vest Investment Securities, Inc.

Firm Information

Michael O'Donnel is currently registered with Valmark Securities, Inc.. Valmark Securities, Inc. is a Corporation that was formed on December 8, 1992. It is registered in 51 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

111

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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Michael O'Donnel’s Registration & Firm History

TX

03/31/2021 - Present

Valmark Securities, Inc. (Houston TX)

TX

11/02/1994 - 04/01/2021

LINCOLN FINANCIAL SECURITIES CORPORATION (HOUSTON TX)

TX

01/14/1994 - 11/03/1994

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BC

Issued 09/17/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Joseph O'Donnel.
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