Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Edward Ottoson is a financial advisor at State Farm Investment Management Corp. in Azusa, California. George has been in the industry since 1998. George holds both Series 63 and Series 65 licenses. George also holds a Series 7 and a Series 31 license. George is registered with the state of California. George also has a history of working with Morgan Stanley DW Inc. in Purchase, New York.
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.
Strategic management for diversified investment portfolios.
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.
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CA
09/20/2018 - Present
State Farm Investment Management Corp. (Azusa CA)
NY
09/16/1998 - 10/01/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 01/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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