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Odile Sabine Blanchard

Wells Fargo Clearing Services, LLC

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About Odile Sabine Blanchard

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.

Firm Information

Odile Blanchard is currently registered with Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is a Limited Liability Company formed in March 2003 and headquartered in St. Louis, Missouri. They offer a variety of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. With over $10 billion to $50 billion in assets under management, the firm provides services to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, pension plans, and state or municipal government entities. They are registered with the SEC and all 50 states.
Wells Fargo Clearing Services, LLC

ONE NORTH JEFFERSON AVENUE

ST. LOUIS, MO 63103-2205

$558.46B

Assets Under Management

5,927

Total Clients

17,168

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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investment consulting services to institutional clients

Investment consulting services to institutional clients

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Odile Blanchard’s Registration & Firm History

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.

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Odile Sabine Blanchard. Review regulatory record here.
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