Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rose? Claim Your ProfileRose Gabrielle Odland is a financial advisor with Wells Fargo Clearing Services, LLC. Rose has been in the financial services industry since 2006. Rose holds a Series 66, Series 7 and SIE license and has been registered with FINRA since 2017. Rose has previously worked at UnionBanc Investment Services, LLC and Wells Fargo Investments, LLC. Rose's current firm, Wells Fargo Clearing Services, LLC has over $10 billion to $50 billion in assets under management and has a team of licensed agents, investment advisor representatives, and registered representatives.
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
CA
09/24/2020 - Present
Wells Fargo Clearing Services, LLC (SAN JOSE CA)
CA
08/13/2008 - 10/18/2017
UNIONBANC INVESTMENT SERVICES, LLC (FELTON CA)
CA
10/13/2006 - 07/25/2008
WELLS FARGO INVESTMENTS, LLC (SANTA CRUZ CA)
BOTH
Issued 10/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2006
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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