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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Otten is a financial advisor with Osaic Wealth, Inc. Denise has been in the industry since 1997 and has held positions at several firms, including Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and A.G. Edwards & Sons, Inc. Denise has a diverse background in finance and holds the Series 7, Series 63, and Series 66 licenses. Denise also provides advisory services, including financial planning, portfolio management, and pension consulting.
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.
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.
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2
AZ
01/06/2025 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NJ
06/01/2009 - 08/17/2010
MORGAN STANLEY SMITH BARNEY (FAIRFIELD NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FAIRFIELD NJ)
NJ
07/01/2005 - 04/02/2007
MORGAN STANLEY DW INC. (FAIRFIELD NJ)
MO
11/08/2001 - 07/18/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
11/27/1989 - 06/18/1990
J F LOWE & COMPANY INCORPORATED
NA
09/02/1986 - 02/18/1988
OPPENHEIMER & CO., INC.
NA
10/01/1985 - 09/16/1986
GRUNTAL & CO. INCORPORATED
NA
03/26/1985 - 10/01/1985
HERZFELD & STERN INC.
NA
09/04/1984 - 03/20/1985
CREATIVE SECURITIES CORP.
NA
12/21/1983 - 09/10/1984
NORBAY SECURITIES INC.
BOTH
Issued 01/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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