Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Odonnell is a financial advisor at Next Financial Group, Inc. William has been working in the financial industry for over 20 years and is a registered representative with FINRA and the state of Nebraska. William is also a certified instructor with the American Financial Education Alliance (AFEA). In addition to providing financial advice, William is an experienced arbitrator with FINRA and a consultant for Heartland Financial Solutions, LLC.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
NE
01/09/2017 - Present
Next Financial Group, Inc. (BELLEVUE NE)
NE
06/28/2013 - 12/31/2016
SECURITIES AMERICA, INC. (BELLEVUE NE)
NE
06/11/2010 - 06/28/2013
ING FINANCIAL PARTNERS, INC. (BELLEVUE NE)
NE
12/23/1997 - 06/14/2010
AMERIPRISE FINANCIAL SERVICES, INC. (BELLEVUE NE)
MN
12/23/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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