Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Robert Odonnell is a financial advisor with over 28 years of experience in the financial industry. Stephen has a strong background in providing investment advice and portfolio management services to a wide range of clients, including individuals, high-net-worth individuals, corporations, and institutions. Stephen has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since August 2023. Prior to joining Merrill Lynch, Stephen worked at UBS Financial Services Inc., Midland Securities, LTD., and several other firms. Stephen has a strong track record of success and is committed to providing his clients with personalized financial advice and investment solutions.
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
NJ
08/21/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FLORHAM PARK NJ)
NJ
01/27/2017 - 06/06/2019
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
07/26/2016 - 12/21/2016
MIDLAND SECURITIES, LTD (Montclair NJ)
NY
11/18/2013 - 08/06/2014
CAPITAL GUARDIAN, LLC (NEW YORK NY)
NY
03/30/2012 - 09/16/2013
BNY MELLON CAPITAL MARKETS, LLC (NEW YORK NY)
NJ
07/10/2009 - 04/03/2012
PERSHING LLC (JERSEY CITY NJ)
NY
07/24/2006 - 02/08/2008
WACHOVIA CAPITAL MARKETS, LLC (NEW YORK NY)
NJ
02/02/2004 - 07/17/2006
HARTFIELD, TITUS & DONNELLY, LLC (JERSEY CITY NJ)
MO
07/01/2003 - 02/09/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
11/01/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/23/1986 - 11/29/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 07/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/21/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities 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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