Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Otto is a financial professional with over 20 years of experience in the industry. Christopher is a Registered Representative and Investment Advisor Representative with Bankoh Investment Services, Inc., a firm he has been associated with since 2001. Christopher holds the Series 4, 7, 24, 53, and 63 licenses, and is also a Certified Financial Planner. He is a specialist in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Christopher has a strong focus on serving individuals, businesses, and pension and profit-sharing plans. Christopher is registered with the states of Arizona, California, Hawaii, Nevada, Oregon and Washington.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
HI
03/20/2014 - Present
Bankoh Investment Services, Inc. (HONOLULU HI)
HI
10/01/2001 - 05/01/2003
BANKOH INVESTMENT SERVICES, INC. (HONOLULU HI)
BC
Issued 09/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/06/2015
Series 4 - Registered Options Principal Examination
BC
Issued 01/15/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Otto is the right advisor for you? Invested Better is here to help.
