Unclaimed
Odan Toby,crps is a financial advisor who has been in the industry since September 2001. Odan is currently registered with Fidelity Brokerage Services LLC. Odan is licensed in 13 states, including Texas, California, Florida, Illinois, Arkansas, Maine, Minnesota, Missouri, New York, Oklahoma, Pennsylvania, Louisiana, and Wisconsin. Odan holds the Series 63, Series 10, Series 9, SIE, and Series 7 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.
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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2
TX
09/10/2001 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 09/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/11/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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