Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven O'Donnell is a financial professional with a strong track record in the industry, having joined the financial services field in 2019. Steven is currently associated with Axos Invest LLC and Axos Clearing LLC. Steven holds licenses and registrations that qualify them to offer a range of financial products and services. In their career, Steven has held previous positions at Mutual of Omaha Investor Services, Inc. and COR Clearing LLC. Steven has a strong commitment to providing personalized financial guidance and support to their clients.
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.
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.
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2
NE
04/10/2024 - Present
Axos Invest LLC (Omaha NE)
NE
02/04/2019 - 10/01/2021
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NE
01/04/2019 - 01/18/2019
COR CLEARING LLC (OMAHA NE)
BC
Issued 04/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/05/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2019
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BZX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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