Stephen Patrick O Donnell Sr.

Overview

Stephen Patrick O Donnell Sr. is an insurance agent, a registered representative and an investment adviser representative based in Cody, WY, with 27 years in the industry.

Years in the industry

27

States licensed

2

States registered

11

Exams passed

5

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

• Licensed in 2 states
• Registered in 11 states

• Agent
• Producer
• Series 10
• Series 66
• Series 7
• Series 9
• SIE

3 lines of authority, with every state and its dates

Firms

• Lpl Financial LLCCurrent firm
• O'Donnell Wealth ManagementCurrent firm

Employment history since 1999

Carriers

Carrier appointments, active and past

Book and practice

Firm assets under management on file