Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Odalis? Claim Your ProfileOdalis Medianero is a financial advisor with over 6 years of experience in the industry. Odalis is currently registered with Fidelity Personal And Workplace Advisors and is licensed to provide financial advice in both California and Texas. Odalis has a wide range of experience in the financial services industry, including roles at NYLIFE Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Odalis holds the Series 6, 7, 63, and 66 securities licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
CA
04/06/2023 - Present
Fidelity Personal AND Workplace Advisors (SOUTH SANTA ROSA CA)
CA
07/25/2019 - 10/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA ROSA CA)
CA
01/05/2016 - 06/21/2019
NYLIFE SECURITIES LLC (WINDSOR CA)
BOTH
Issued 12/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Odalis Medianero is the right advisor for you? Invested Better is here to help.
