Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Owen? Claim Your ProfileOwen Odonnell is a financial advisor with Ameriprise Financial Services, LLC. Owen has been in the financial industry since February 2020 and has a combined state law license. Owen has a Series 7TO, Series 66, and SIE licenses. Owen is registered in 31 states and the District of Columbia. Owen offers asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals. Owen also provides portfolio management for businesses and individuals. Owen is active in the financial industry. Owen is a registered representative and investment advisor representative. Owen is also a licensed real estate agent.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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CT
11/09/2023 - Present
Ameriprise Financial Services, LLC (Mystic CT)
CT
02/11/2020 - 09/16/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MYSTIC CT)
BOTH
Issued 07/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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