Rochelle Odesser is a CFP-designated registered investment advisor, based in White Plains, NY, with 42 years of industry experience. Rochelle is also registered as a broker, so some compensation may come from commissions on products sold.
Location
10 New King St, Suite 104, White Plains, NY, 10604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rochelle is an investment advisory representative for Madison Advisory Services, Inc. and Madison Planning Group, Inc., dedicating about half her time and nearly full-time, respectively. She also serves as a board member for Beczak Environmental Education Center, a non-profit, spending a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Madison Advisory Services, INC.
Previous Registrations
Lion Street Financial, LLCBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Stacey Braun Financial Services, INC.Broker
Financial Network Investment CorporationBroker
Royal Alliance Associates, INC.Broker
Main Street Management CompanyBroker
Ids Securities CORP.Broker
American Express Financial Advisors INC.Broker
Ids Financial Services INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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