Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Odom is a financial advisor with Wells Fargo Clearing Services, LLC in Fort Worth, TX. Randy has been in the financial services industry since 1987. Randy specializes in providing investment advice to individuals, businesses, and institutions. Randy holds several professional licenses and designations, including Series 7, Series 3, Series 9, Series 10, and Series 63.
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.
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2
TX
05/22/2008 - Present
Wells Fargo Clearing Services, LLC (FORT WORTH TX)
TX
04/02/2007 - 05/27/2008
MORGAN STANLEY & CO. INCORPORATED (FT. WORTH TX)
TX
05/25/1993 - 04/02/2007
MORGAN STANLEY DW INC. (FT. WORTH TX)
NJ
01/01/1991 - 06/02/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
08/06/1987 - 01/01/1991
ROTAN MOSLE INC.
IA
Issued 05/06/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/11/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1989
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative 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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