Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Atabu? Claim Your ProfileAtabu Erastus Otobo is an investment advisor representative with Avantax Investment Services, Inc. Atabu has been in the securities industry since 2013. Atabu has Series 6, 7 and 63 licenses and also holds the SIE and Series 65 licenses. Atabu's previous work experience includes J.P. Morgan Securities LLC and Chase Investment Services Corp. Atabu specializes in providing advisory services to individuals and businesses, in addition to pension consulting and financial planning. Atabu's experience also includes the provision of solicitor referral services to third-party investment managers and participant enrollment meetings.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
06/29/2018 - Present
Avantax Investment Services, Inc. (Cypress TX)
NY
10/01/2012 - 10/19/2012
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
09/12/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
IA
Issued 07/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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