Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Odalys? Claim Your ProfileOdalys Delfina Visbal is an investment advisor representative registered with J.P. Morgan Securities LLC since October 2012. Odalys has been in the securities industry since September 2004. Odalys is registered to provide securities and investment advisory services in Florida and Texas. Previous firms she was registered with include CHASE INVESTMENT SERVICES CORP., MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., MORGAN KEEGAN & COMPANY, INC., and WM FINANCIAL SERVICES, INC. Odalys holds licenses for Series 6, 7, 31, and SIE exams and has passed the Uniform Combined State Law Examination. Odalys specializes in providing financial planning, pension consulting, and portfolio management services for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
09/20/2013 - Present
J.p. Morgan Securities LLC (MIAMI FL)
FL
07/27/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MIAMI FL)
FL
06/01/2009 - 07/08/2009
MORGAN STANLEY SMITH BARNEY (MIAMI FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MIAMI FL)
FL
05/16/2006 - 04/02/2007
MORGAN STANLEY DW INC. (MIAMI FL)
FL
01/20/2005 - 04/20/2006
MORGAN KEEGAN & COMPANY, INC. (CORAL GABLES FL)
CA
05/31/2004 - 11/19/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
BOTH
Issued 06/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/13/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/28/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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