Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Odell is an investment advisor representative with Janney Montgomery Scott LLC. Stephanie has over 12 years of experience in the financial services industry and is registered in 25 states. Stephanie specializes in providing financial planning, portfolio management, and pension consulting services to a range of clients, including individuals, corporations, and charitable organizations. Stephanie is committed to helping clients achieve their financial goals through a personalized approach that takes into account their individual needs and circumstances.
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.
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.
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.
Fee plus commission
1
2
PA
08/09/2022 - Present
Janney Montgomery Scott LLC (York PA)
PA
05/01/2018 - 08/12/2022
WELLS FARGO CLEARING SERVICES, LLC (LEMOYNE PA)
PA
12/03/2014 - 05/03/2018
PNC INVESTMENTS (CAMP HILL PA)
PA
11/30/2017 - 12/21/2017
WELLS FARGO CLEARING SERVICES, LLC (READING PA)
PA
03/25/2013 - 12/05/2014
WELLS FARGO ADVISORS, LLC (CARLISLE PA)
PA
02/13/2012 - 02/25/2013
PNC INVESTMENTS (MECHANICSBURG PA)
PA
09/28/2010 - 01/20/2012
WELLS FARGO ADVISORS, LLC (HARRISBURG PA)
BOTH
Issued 10/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/06/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 08/17/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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