Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abraham? Claim Your ProfileAbraham Otoupal is a financial advisor registered with D.a. Davidson & Co., a large investment firm headquartered in Great Falls, Montana. Abraham has been in the financial services industry since 2001 and holds a Series 7, Series 66, and SIE license. Abraham is licensed in several states including Washington, Arizona, California, Colorado, Florida, Hawaii, Idaho, Kansas, Maryland, Michigan, Minnesota, Montana, Nebraska, New Mexico, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Wisconsin. Abraham also provides advisory services for clients such as individuals, corporations, pension and profit sharing plans, charitable organizations, and state or municipal government entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WA
09/03/2013 - Present
D.a. Davidson & Co. (BELLEVUE WA)
WA
10/30/2012 - 09/10/2013
WADDELL & REED, INC. (SEATTLE WA)
WA
09/02/2009 - 01/07/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
WA
05/08/2001 - 09/04/2007
D.A. DAVIDSON & CO. (REDMOND WA)
BOTH
Issued 04/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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