Unclaimed
Odile Blanchard is a financial advisor with Wells Fargo Clearing Services, LLC. Odile has been in the financial services industry since 1987. Odile Blanchard is registered with the state of California and is also registered as a resident advisor in Texas. In addition to Odile's role with Wells Fargo Clearing Services, LLC, Odile is also involved in other business activities, including psychotherapy, customer service consulting, and art. Odile is also a co-trustee for her sister's trust. Odile has been associated with Wells Fargo Advisors LLC since 2009. Prior to joining Wells Fargo Advisors LLC, Odile worked for Prudential Securities Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Odile Blanchard is a seasoned financial professional with a long and varied career in the industry.
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.
Investment consulting services to institutional clients
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.
1
2
CA
07/07/2016 - Present
Wells Fargo Clearing Services, LLC (SANTA BARBARA CA)
NY
10/13/1995 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/18/1995 - 08/22/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 01/20/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
03/26/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
11/19/1992 - 02/08/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
03/30/1992 - 10/23/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
12/04/1986 - 03/07/1988
KENNEDY, CABOT & CO.
NA
09/22/1982 - 07/12/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
08/23/1981 - 07/09/1982
DEAN WITTER REYNOLDS INC.
IA
Issued 09/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/30/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/27/1992
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1984
Series 15 - Foreign Currency Options Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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