Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Thomas Odonnell is a financial professional with over 17 years of experience in the financial services industry. Sean Odonnell has a wide range of experience in securities and investment advisory. Sean Odonnell is currently registered with New York Life Investment Management LLC, where he has worked since August 2014. Previously, Sean Odonnell worked for firms such as Infinex Investments, Inc., BI Investments, LLC, Morgan Stanley & Co., Incorporated and Morgan Stanley DW Inc. Sean Odonnell has extensive experience in a number of areas, including portfolio management, financial planning, and investment advice. Sean Odonnell works with individuals, families, and businesses to help them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
NY
08/25/2014 - Present
NEW York Life Investment Management LLC (NEW YORK NY)
VA
06/01/2008 - 08/18/2014
INFINEX INVESTMENTS, INC. (GLEN ALLEN VA)
VA
08/21/2007 - 06/01/2008
BI INVESTMENTS, LLC (GLEN ALLEN VA)
VA
04/02/2007 - 08/14/2007
MORGAN STANLEY & CO., INCORPORATED (RICHMOND VA)
VA
05/27/2005 - 04/02/2007
MORGAN STANLEY DW INC. (RICHMOND VA)
BOTH
Issued 06/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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