Unclaimed
Christopher Otten is a financial advisor who has been in the industry for 10 years and has worked at MML Investors Services, LLC since 2013. Christopher is registered with the state of Pennsylvania and Texas to offer securities and investment advisory services. Christopher has also passed the Series 6, Series 63, Series 65 and SIE exams. Christopher also holds licenses in various states to sell insurance products. Christopher specializes in providing financial planning, portfolio management, and asset allocation programs to individuals, businesses, and pension plans.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
01/12/2023 - Present
MML Investors Services, LLC (BALA CYNWYD PA)
IA
Issued 02/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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