linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Oded Udi Margulies

Rabo Securities USA, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Oded? Claim Your Profile

About Oded Udi Margulies

Oded Udi Margulies is a financial advisor registered with Rabo Securities USA, Inc. located in New York, New York. Oded Udi Margulies has over 24 years of experience in the financial industry and is licensed to conduct business in all 50 states and the District of Columbia. Oded Udi Margulies's registrations include Series 7, Series 24, Series 63, Series 79TO and SIE.

Firm Information

Oded Margulies is currently registered with Rabo Securities USA, Inc.. Rabo Securities USA, Inc. is a corporation that was formed on March 22, 1999. They are registered with the SEC and in all 50 states, the District of Columbia, and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

120

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Oded Margulies’s Registration & Firm History

NY

01/05/2022 - Present

Rabo Securities USA, Inc. (NEW YORK NY)

NY

08/08/2016 - 12/08/2020

SCOTIA CAPITAL (USA) INC. (NEW YORK NY)

NY

11/16/2012 - 08/05/2016

HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)

NY

09/22/2008 - 07/12/2012

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

07/11/2002 - 09/22/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

02/20/1998 - 07/03/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

11/01/1996 - 09/18/1997

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

03/27/1996 - 11/20/1996

CHASE SECURITIES INC. (NEW YORK NY)

Not sure if Oded Udi Margulies is right for you?

Licenses & Designations

BC

Issued 01/26/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/20/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Oded Udi Margulies.
Not sure if Oded Udi Margulies is right for you?