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Odette Suzanne Thurston

Headinvest

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About Odette Suzanne Thurston

Odette Suzanne Thurston is a Registered Investment Advisor Representative associated with Headinvest, a firm located in Portland, ME. Odette has over 30 years of experience in the financial services industry. Odette’s previous employers include Ameriprise Financial Services, Inc., PURSHE KAPLAN STERLING INVESTMENTS, and Morgan Stanley & Co., Incorporated. Odette is licensed to provide investment advisory services in Maine.

Firm Information

Odette Thurston is currently registered with Headinvest. Headinvest, based in Portland, ME, is an investment advisor with over $897 million in regulatory assets under management. They provide a range of advisory services, including financial planning, selection of other advisors, and portfolio management for individuals, businesses, and investment companies. They serve a variety of client types, including high-net-worth individuals, charitable organizations, corporations, and pension plans.
Headinvest

7 CUSTOM HOUSE ST

PORTLAND, ME 04101-4194

$897.64M

Assets Under Management

Not reported

Total Clients

7

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Odette Thurston’s Registration & Firm History

ME

09/13/2019 - Present

Headinvest (PORTLAND ME)

ME

05/01/2015 - 01/26/2017

PURSHE KAPLAN STERLING INVESTMENTS (Augusta ME)

ME

09/10/2013 - 05/13/2015

AMERIPRISE FINANCIAL SERVICES, INC. (AUGUSTA ME)

MA

06/12/1995 - 09/29/1998

SELIGMAN ADVISORS, INC. (BOSTON MA)

NY

01/02/1987 - 08/24/1993

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NA

03/20/1985 - 06/27/1985

L. F. ROTHSCHILD, UNTERBERG, TOWBIN

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Licenses & Designations

BOTH

Issued 11/12/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/27/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Odette Suzanne Thurston.
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