Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J? Claim Your ProfileJ Cortney Otterbein is a financial advisor with ON Investment Management Co. J Cortney has been in the financial services industry since June 4, 1986. J Cortney is licensed to provide financial advice in several states including Arizona, California, Illinois, Michigan, Minnesota, Ohio and South Carolina. J Cortney is also a registered investment advisor representative with the state of Michigan and Minnesota. J Cortney has specialized experience in investment company products and variable contracts, life insurance, and securities. J Cortney has worked previously with WALNUT STREET SECURITIES, INC. and WS GRIFFITH SECURITIES, INC. and HOME LIFE INSURANCE COMPANY.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
1
2
MI
01/13/2021 - Present
ON Investment Management Co. (Novi MI)
CA
01/09/2003 - 02/25/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CT
06/04/1986 - 01/07/2003
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
06/04/1986 - 10/19/1992
HOME LIFE INSURANCE COMPANY
IA
Issued 07/30/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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