Beth Verdekal has been an investment adviser representative at O'Donnell Financial Services since November 2025, and is not listed among the firm’s executive officers or direct owners.
O'Donnell Financial Services, LLC is a San Rafael, CA firm with $427M under management, 995 clients and 4 advisers across 3 offices, as of its March 2026 filing.
- – present · under a yearSan Rafael, CA · Adviser representative · Firm CRD 172520
Investment adviser representative registrations
Beth Verdekal is registered as an investment adviser representative in California, since November 2025.
- CaliforniaSince 7 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 August 2025 |
| Series 66 | Uniform Combined State Law Examination | 28 August 2025 |
| SIE | Securities Industry Essentials Examination | 15 March 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 8174526
- Firm
- O'Donnell Financial Services · CRD 172520
- Office
- 1101 FIFTH AVE., SUITE 150, San Rafael, CA 94901
- Registration
- Investment adviser registration
- In the industry since
- November 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Beth Verdekal work?
Beth Verdekal is an investment adviser representative registered through O'Donnell Financial Services, LLC since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Beth Verdekal a financial advisor?
Yes. Beth Verdekal has a current investment-adviser registration in California, through O'Donnell Financial Services since November 2025.
How many years of experience does Beth Verdekal have?
Beth Verdekal has 0 years in the financial industry, since November 2025, across 1 adviser firm.
What exams has Beth Verdekal passed?
Beth Verdekal has passed 3 licensing exams: the SIE, Series 66 and Series 65. The earliest, the SIE, was passed in March 2025.
Where is Beth Verdekal based?
Beth Verdekal’s registered office is in San Rafael, CA.
Is Beth Verdekal registered with FINRA?
No. Beth Verdekal has no current broker registration.
How can I verify Beth Verdekal’s record?
Search CRD 8174526 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Beth Verdekal’s full registration record.
