Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Mcmichael Otto is a financial advisor with Kestra Advisory Services, LLC, based in Austin, Texas. Andrew has been in the financial industry since 2008. Andrew has experience in areas like portfolio management for businesses and individuals, financial planning, and selection of other advisors. Andrew holds Series 6, 7, and 63 licenses as well as the SIE. Andrew is a Certified Financial Planner and has a broad background in trust and fiduciary services. Andrew has worked with Questmont Strategic Wealth Advisors as Director of Trust and Fiduciary Services. Andrew is also a member of the Board of Directors for New Hope Ministries and the Estate Planning Council of Central PA. Andrew is a licensed investment advisor in Pennsylvania.
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.
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
TX
01/09/2020 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
PA
09/03/2013 - 05/24/2018
CETERA INVESTMENT SERVICES LLC (CAMP HILL PA)
PA
05/10/2012 - 09/06/2013
INVEST FINANCIAL CORPORATION (CARLISLE PA)
PA
05/23/2008 - 04/10/2012
M&T SECURITIES, INC. (YORK PA)
BC
Issued 07/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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