Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Otterstrom is a financial advisor at LPL Financial LLC, a firm with more than $50 billion in assets under management. Brian has been in the industry since June 24, 2015 and is registered in Montana. Brian holds the Series 7, Series 66, and SIE licenses. He provides financial planning and investment management services to individuals, businesses, and retirement plans. Brian is also a registered investment advisor representative in Montana.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MT
01/09/2024 - Present
LPL Financial LLC (HELENA MT)
MT
06/18/2015 - 12/31/2023
SECURITIES AMERICA, INC. (HELENA MT)
BOTH
Issued 09/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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