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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nnamdi? Claim Your ProfileNnamdi Chibuzo Odi is a financial advisor registered with Westwood Wealth Management. Nnamdi has been in the financial services industry since 2009. Nnamdi holds Series 7, SIE, and Series 63 licenses as well as a Series 65 license. Nnamdi also holds the Certified Financial Planner designation. Nnamdi specializes in providing financial advice to individuals, businesses, corporations, charitable organizations, high-net-worth individuals, and pooled investment vehicles. Nnamdi has previously worked with Fidelity Brokerage Services LLC, Sanford C. Bernstein & Co., LLC, Scottrade, Inc., and 1st Global Capital Corp. Nnamdi is based in Dallas, TX and has been registered with Westwood Wealth Management since 2024.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Robo advisory platform
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
08/13/2024 - Present
Westwood Wealth Management (DALLAS TX)
TX
09/20/2012 - 07/22/2024
FIDELITY BROKERAGE SERVICES LLC (HOUSTON TX)
TX
10/15/2010 - 09/18/2012
SANFORD C. BERNSTEIN & CO., LLC (HOUSTON TX)
TX
03/09/2009 - 10/15/2010
SCOTTRADE, INC. (HOUSTON TX)
TX
09/25/2008 - 09/30/2008
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
IA
Issued 10/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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