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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Odette? Claim Your ProfileOdette G Olson is a financial advisor currently registered with Morgan Stanley. Odette has been in the industry since June 2015. Odette is licensed to provide investment advice in 48 states and the District of Columbia and is also licensed to provide securities-related advice in 48 states and the District of Columbia. Odette specializes in providing advice and services to corporations, high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension plans, and individuals other than high-net-worth individuals. Odette has been associated with Morgan Stanley since September 2018. Before working at Morgan Stanley, Odette was associated with ALFS, INC. from September 2007 to March 2009. Odette holds the Series 6, Series 7TO, Series 63, and Series 65 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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
IL
04/13/2021 - Present
Morgan Stanley (Deerfield IL)
IL
09/19/2007 - 03/25/2009
ALFS, INC. (NORTHBROOK IL)
BC
Issued 02/01/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/26/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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