linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Rami K Odeh

Corda Investment Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Rami? Claim Your Profile

About Rami K Odeh

Rami K Odeh is an investment advisor representative with Corda Investment Management, LLC, and is registered to provide investment advice in Texas. Rami is a CERTIFIED FINANCIAL PLANNER™, and has over 10 years of experience in the financial services industry. Rami has worked with a number of firms including MORGAN STANLEY, Fidelity Brokerage Services LLC, and Charles Schwab & Co., Inc.. Rami has a strong background in financial planning and portfolio management.

Firm Information

Rami Odeh is currently registered with Corda Investment Management, LLC. Corda Investment Management, LLC is an investment management firm based in Houston, Texas. They specialize in financial planning and portfolio management for individuals, high-net-worth individuals, corporations, and charitable organizations. With over $1.7 billion in regulatory assets under management, Corda provides comprehensive investment services, including portfolio management, wealth management, and financial planning.
Corda Investment Management, LLC

8955 KATY FREEWAY

HOUSTON, TX 77024-1626

$1.73B

Assets Under Management

3

Total Clients

24

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.

check

financial planning services

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

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Rami Odeh’s Registration & Firm History

TX

05/07/2024 - Present

Corda Investment Management, LLC (Austin TX)

NY

09/27/2022 - 08/03/2023

MORGAN STANLEY (New York NY)

NY

07/27/2020 - 08/04/2022

FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)

NY

04/20/2017 - 07/14/2020

CHARLES SCHWAB & CO., INC. (New York City NY)

Not sure if Rami K Odeh is right for you?

Licenses & Designations

BOTH

Issued 05/18/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/26/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/02/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/16/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rami K Odeh.
Not sure if Rami K Odeh is right for you?