Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam John O'Donnell is a securities professional with over 14 years of experience in the financial services industry. William is currently registered with David Lerner Associates, Inc., a firm headquartered in Syosset, New York. William's expertise encompasses a range of investment products and services, and he holds several industry licenses and certifications, including Series 7, Series 24, Series 63, and Series 99TO. William is committed to providing personalized financial guidance and helping his clients 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.
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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NY
05/27/2009 - Present
David Lerner Associates, Inc. (SYOSSET NY)
BC
Issued 08/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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