Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marsha? Claim Your ProfileMarsha Claire Otto is an investment advisor representative who has been in the industry since August 8, 1998. Marsha is currently registered with Brandes Investment Partners, LP and has been with the firm since October 2004. In addition to their current role, Marsha has held previous positions with ALPS Distributors, Inc. and Quasar Distributors, LLC. Marsha holds the Series 6, 7, 63, and 65 licenses. Marsha is also a Director, Mutual Funds for Brandes Investment Partners, LP.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
05/19/1999 - Present
Brandes Investment Partners, LP (LA JOLLA CA)
CA
09/01/2015 - 07/12/2024
ALPS DISTRIBUTORS, INC. (LA JOLLA CA)
ME
03/27/2012 - 08/31/2015
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NA
11/11/1995 - 05/08/1996
JACK WHITE & COMPANY, INC.
BC
Issued 06/25/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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