Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lawrence Odishoo is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Robert has been in the industry since May 26, 2012. Robert has passed the Series 6, Series 7, Series 63, Series 66 and SIE exams. Previously, Robert has been registered with J.P. MORGAN SECURITIES LLC and WADDELL & REED, INC.. Robert has been registered in multiple states including Texas, California, Arizona, Colorado, Kentucky, Mississippi, Nevada, North Carolina, Ohio, Pennsylvania, South Carolina, Utah and Virginia.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
05/20/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FRISCO TX)
CA
06/22/2013 - 10/30/2015
J.P. MORGAN SECURITIES LLC (LAGUNA HILLS CA)
CA
12/13/2002 - 10/06/2006
WADDELL & REED, INC. (COSTA MESA CA)
BOTH
Issued 09/07/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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