Unclaimed
Matthew Ottinger is a financial advisor with Osaic Wealth, Inc. Matthew has been in the industry since 2008. Matthew has a Series 7 and Series 66 licenses, and is registered in Arkansas, Florida, Michigan, Ohio, and South Carolina. Matthew specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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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2
MI
01/07/2019 - Present
Osaic Wealth, Inc. (OKEMOS MI)
MI
01/23/2009 - 11/02/2018
SIGNATOR INVESTORS, INC. (OKEMOS MI)
MI
01/07/2008 - 07/29/2008
EDWARD JONES (LANSING MI)
BOTH
Issued 01/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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