Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bernard Otoole is a registered representative with NBC Securities, Inc. He has been active in the securities industry since 1983. Michael is registered with the state of Florida as an Investment Advisor Representative. He is also registered with the state of Florida as a Broker. Michael has been registered with the state of Florida as an Investment Advisor Representative since 2015. He was previously registered with JHS CAPITAL ADVISORS, LLC from 2014 to 2015, and with RBC CAPITAL MARKETS, LLC from 2009 to 2014. He is Series 63 and 65 licensed and has earned the Series 7 and SIE licenses. Michael is also a registered representative of NBC Securities, Inc. in Alabama, Colorado, Connecticut, Delaware, Georgia, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Tennessee, Texas, and Florida.
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.
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.
1
2
FL
08/11/2015 - Present
NBC Securities, Inc. (PALM BEACH GARDENS FL)
FL
10/09/2014 - 08/03/2015
JHS CAPITAL ADVISORS, LLC (Palm Beach Gardens FL)
FL
10/09/2009 - 10/16/2014
RBC CAPITAL MARKETS, LLC (WEST PALM BEACH FL)
FL
03/02/1984 - 10/09/2009
J. B. HANAUER & CO. (WEST PALM BEACH FL)
NA
08/24/1983 - 02/23/1984
BLINDER, ROBINSON & CO.,INC.
IA
Issued 08/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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