Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Otto is an investment advisor representative with Osaic Wealth, Inc. Jody is a Certified Financial Planner with over 30 years of experience in the financial services industry. Jody has worked at various financial firms, including Securities America, Inc., and SII Investments, Inc. Jody's experience and expertise allow Jody to provide a wide range of financial services to individuals and businesses, including financial planning, portfolio management, and retirement 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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
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MN
06/14/2024 - Present
Osaic Wealth, Inc. (INVER GROVE HEIGHTS MN)
MN
06/03/2013 - 06/15/2024
SECURITIES AMERICA, INC. (INVER GROVE HEIGHTS MN)
MN
11/08/2005 - 06/04/2013
SII INVESTMENTS, INC. (INVER GROVE HEIGHTS MN)
AZ
11/10/1995 - 11/15/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
10/01/1990 - 11/28/1995
FORTIS INVESTORS, INC. (OAKDALE MN)
MA
04/06/1988 - 10/17/1990
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
06/05/1987 - 04/09/1988
SOUTHMARK FINANCIAL SERVICES, INC.
NA
11/21/1986 - 11/26/1986
ENGLER-BUDD & COMPANY INC.
BC
Issued 11/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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