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Grant Burl Ottenstein

Cetera Advisor Networks LLC

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About Grant Burl Ottenstein

Grant Ottenstein is a financial advisor who has been in the industry since 1981. Grant is currently registered with Cetera Advisor Networks LLC. Previously Grant was registered with VOYA FINANCIAL ADVISORS, INC., WOODBURY FINANCIAL SERVICES, INC., LPL FINANCIAL CORPORATION, MUTUAL SERVICE CORPORATION, M HOLDINGS SECURITIES, INC., and LEGG MASON WOOD WALKER, INCORPORATED. Grant has a Series 7 and Series 63 license and the SIE exam.

Firm Information

Grant Ottenstein is currently registered with Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is a Limited Liability Company formed in 2012. The firm is registered with the SEC and in 53 states. It is approved to provide advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

695

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Grant Ottenstein’s Registration & Firm History

MD

06/09/2021 - Present

Cetera Advisor Networks LLC (Rockville MD)

MD

05/13/2016 - 06/09/2021

VOYA FINANCIAL ADVISORS, INC. (Rockville MD)

MD

02/26/2010 - 05/18/2016

WOODBURY FINANCIAL SERVICES, INC. (ROCKVILLE MD)

MD

09/08/2009 - 03/08/2010

LPL FINANCIAL CORPORATION (ROCKVILLE MD)

MD

04/12/2004 - 09/08/2009

MUTUAL SERVICE CORPORATION (ROCKVILLE MD)

OR

07/21/2003 - 04/15/2004

M HOLDINGS SECURITIES, INC. (PORTLAND OR)

MA

08/02/1993 - 07/23/2003

MUTUAL SERVICE CORPORATION (BOSTON MA)

MA

05/06/1988 - 08/02/1993

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

MD

11/03/1987 - 05/11/1988

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NA

10/30/1987 - 11/04/1987

LEGG MASON MASTEN INC.

MD

08/19/1983 - 10/30/1987

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NA

10/23/1981 - 08/26/1983

JOHNSTON, LEMON & CO. INCORPORATED

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Licenses & Designations

BC

Issued 11/17/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Grant Burl Ottenstein.
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