Liam Charles O'DOnnell

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 04/2022
  Tres Palms
  Babylon, NY
• 04/2019 → 05/2019
  The Masters
  Augusta, GA
• 05/2022 → 01/2024
  Fidelity Investments
  Garden City, NY
• 01/2024 → Present
  Principal Securities Inc
  Melville, NY
• 01/2024 → Present
  Principal Life Insurance Company
  Melville, NY

Previous Registrations

• 2023-04-25 → 2024-01-19
  Fidelity Personal And Workplace Advisors
  Garden City, NY

Other Businesses

INSURANCE POSITION: Outside Sales NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/01/2024 ADDRESS: 48 South Service Road, Suite 402, Melville NY 11747, United States DESCRIPTION: Sale of Life, DI, Annuities, Health, LTC, Dental, Medicare & Medical Insurance through various carriers.

Exams

• S66 Uniform Combined State Law Examination
  2023-03-27

Other Names

• Liam Charles O'DOnnell
• Liam Odonnell
• Liam O'DOnnell