Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Odaniel is a financial advisor registered with PNC Investments in Louisville, Kentucky. Todd has over 10 years of experience in the financial industry. Todd is registered with the Securities and Exchange Commission (SEC) and has a Series 7, Series 63, and Series 65 license. Prior to joining PNC Investments, Todd was a financial advisor with International Assets Advisory, LLC, where he provided financial advice to individual clients. Todd has a passion for helping individuals 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.
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.
A percentage of the total value of assets under management is charged.
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KY
08/07/2020 - Present
PNC Investments (LOUISVILLE KY)
KY
03/09/2020 - 07/27/2020
INTERNATIONAL ASSETS ADVISORY, LLC (LOUISVILLE KY)
BC
Issued 01/23/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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