Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Robert Ottosen is a Registered Representative and Investment Advisor Representative with PFS Investments Inc. Douglas has been in the financial services industry since 1984. Douglas holds licenses in Texas and is currently active in both securities and investment advisory capacities. Douglas has been with PFS Investments Inc. since October 2023 and previously worked for Primerica Financial Services, Blue Water Pools and Vasu Agency. Douglas has Series 63, 65, 7 and 6TO licenses and has passed the SIE exam. Douglas offers portfolio management services for individuals and may receive compensation for sales of investment-related products, as well as non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for referrals of home security and automation products, and other home related services. PFS Investments Inc. is a registered investment advisor with the Securities and Exchange Commission.
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.
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
TX
03/13/2024 - Present
PFS Investments Inc. (HOUSTON TX)
NA
06/20/1984 - 09/20/1984
FIRST JERSEY SECURITIES, INC.
IA
Issued 02/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/12/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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