Unclaimed
Scott Tyler Odonnell is a financial advisor with Oppenheimer & Co. Inc., located in Jericho, NY. Scott has been in the financial industry since 2001. Scott is registered with the state of New York and is licensed to provide investment advice in multiple states.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
09/12/2023 - Present
Oppenheimer & Co. Inc. (JERICHO NY)
NY
06/07/2013 - 08/18/2023
E*TRADE SECURITIES LLC (New York NY)
NY
03/24/2023 - 08/17/2023
MORGAN STANLEY (New York NY)
NY
06/01/2009 - 07/11/2012
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
05/04/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 02/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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