Tarick Odeh

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IBF Membership Status: Active

Tarick Odeh

Title:

Financial Consultant

Phone:

800-544-0321 Ext. 60439

Website:

https://digital.fidelity.com/prgw/digital/faa/advisorbio/a7136d22e9b5c76f54c45d4090e9ee8c

Address:

241 Sarazen Dr.

Clayton

NC

27527

US

Map

IBF Designations:

Certified Fund Specialist^® - CFS^®

Member Since:

2015

Education:

Bachelor's degree

Master's degree

Licenses:

Series 7

Series 66

Registered Investment Advisor

Investment Advisor Representative

Variable Contracts

Accident & Health

Add. Designations:

CFP

Profile:

As an Financial Consultant, I am dedicated to making a difference in the lives of my clients. By truly understanding their needs and goals, I develop comprehensive, needs-based financial planning solutions that align with their aspirations. My approach involves partnering with clients to co-create customized financial plans that prioritize wealth growth and protection, while considering their individual preferences and risk tolerance. With a commitment to ongoing monitoring and rebalancing, I ensure that my clients' plans evolve with their changing circumstances. Building positive relationships and setting clients up for long-term financial success drive my day-to-day work.

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Call Us Now

Telephone : (800) 848-2029

Our Address

PO Box 371243
San Diego, CA, 92137 USA

Send Us A Message

Main Email : info@icfs.com
Student Services: studentservices@icfs.com

About IBF

IBF was founded by a small group of registered representatives and financial planners.

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Certified Fund Specialist

Certified Annuity Specialist

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Tarick Odeh

For Advisors by Advisors. Browse all Programs.

Call Us Now

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Send Us A Message

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Certified Fund Specialist

Certified Annuity Specialist

Additional Programs

Financial Knowledge Center

Why IBF

Contact

Tarick Odeh

For Advisors by Advisors. Browse all Programs.

Call Us Now

Our Address

Send Us A Message

About IBF

Get Updates