Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert John Otto is an investment advisor representative with Verity Asset Management based in Durham, North Carolina. Albert has been in the financial industry since 1983 and has a wide range of experience in both brokerage and investment advisory services. Albert is a registered investment advisor in Georgia and Texas, and has passed the Series 6, 7, 22, 24 and 63 exams, as well as the Uniform Investment Adviser Law Examination. Albert is also a managing member of OneFiduciary Group, LLC, which provides financial planning and retirement services. Albert is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Administrative services for advisors
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.
1
2
NC
10/27/2021 - Present
Verity Asset Management (DURHAM NC)
GA
04/02/2004 - 05/15/2008
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
MA
09/16/2002 - 03/03/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/16/2002 - 03/03/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
06/10/2002 - 12/04/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MO
01/30/2002 - 06/07/2002
FIRST UNION SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
FL
05/19/2000 - 11/19/2001
WESTPORT FINANCIAL SERVICES, L.L.C. (JACKSONVILLE FL)
MN
09/23/1998 - 03/30/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
MN
07/03/1997 - 06/12/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
MO
06/12/1997 - 07/17/1997
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
FL
11/17/1994 - 08/22/1996
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
01/14/1994 - 11/17/1994
FSC SECURITIES CORPORATION (ATLANTA GA)
FL
01/14/1989 - 01/17/1992
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
NA
09/28/1988 - 12/14/1988
INVESTECH CAPITAL CORPORATION
NA
01/28/1988 - 09/20/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/11/1987 - 02/12/1988
CHUBB SECURITIES CORPORATION
NA
05/20/1987 - 11/18/1987
INVESTECH CAPITAL CORPORATION
NA
10/24/1983 - 05/29/1987
CIGNA SECURITIES, INC.
NA
10/24/1983 - 02/07/1984
FIRST INVESTORS CORPORATION
IA
Issued 07/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/21/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Albert Otto is the right advisor for you? Invested Better is here to help.
