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Axel Jose Otero

Allgen Financial Advisors, Inc.

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About Axel Jose Otero

Axel Otero is an investment advisor representative with Allgen Financial Advisors, Inc. Axel is registered with the state of Florida. Axel has over 16 years of experience in the financial services industry. Axel is also a Partner at Brew A Coffee, LLC, d/b/a “Cafe Don Juan” and spends up to 10 hours a month handling accounting oversight and payroll. Axel has passed the Series 7, Series 65, and SIE exams. Axel offers financial planning, portfolio management for individuals, and educational seminars to clients. Axel is also able to provide investment advice in other areas, including business development companies and pension and profit-sharing plans.

Firm Information

Axel Otero is currently registered with Allgen Financial Advisors, Inc.. Allgen Financial Advisors, Inc. is a financial advisory firm headquartered in Orlando, FL. They provide financial planning and portfolio management services for individuals, corporations, and charitable organizations. The firm manages over $352 million in assets for over 2,300 clients. They also offer educational seminars to help clients understand their financial options. Allgen Financial Advisors is registered with the SEC and has a team of 11 investment advisor representatives.
Allgen Financial Advisors, Inc.

100 W. LUCERNE CIRCLE

ORLANDO, FL 32801

$352.36M

Assets Under Management

73

Total Clients

11

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Axel Otero’s Registration & Firm History

FL

01/01/2025 - Present

Allgen Financial Advisors, Inc. (ORLANDO FL)

MA

01/18/2007 - 05/18/2016

SANTANDER SECURITIES LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 07/18/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/18/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Axel Jose Otero.
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