Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isabelle? Claim Your ProfileIsabelle Otero is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Orlando, Florida. Isabelle has been in the financial services industry for 18 years. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Isabelle worked at Truist Investment Services, Inc., Wells Fargo Advisors, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Isabelle holds the Series 6, Series 7, Series 63, and Series 66 licenses, and the SIE exam. Isabelle is registered in Florida and specializes in retirement planning, college savings, insurance, and investment planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/30/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ORLANDO FL)
FL
09/14/2016 - 02/08/2022
TRUIST INVESTMENT SERVICES, INC. (WINDERMERE FL)
FL
08/04/2015 - 09/13/2016
WELLS FARGO ADVISORS, LLC (WINTER GARDEN FL)
FL
01/05/2010 - 05/26/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OCOEE FL)
FL
12/04/2003 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ORLANDO FL)
BOTH
Issued 06/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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