Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Otis has been a financial advisor for over 35 years. Michael is a registered investment advisor and broker-dealer in Washington and several other states. Michael is affiliated with Cetera Investment Advisers LLC, a firm that provides financial planning and portfolio management services to a variety of clients, including individuals, businesses, and institutions. Michael has a wide range of experience in the financial services industry, including experience with fixed insurance products, financial services, and investment management. Michael is committed to helping clients achieve their financial goals.
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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WA
06/29/2023 - Present
Cetera Investment Advisers LLC (SPOKANE VALLEY WA)
WA
08/07/2006 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (SPOKANE VALLEY WA)
WA
01/26/2001 - 08/14/2006
SECURITIES AMERICA, INC. (SPOKANE WA)
NY
05/03/1999 - 02/20/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
05/08/1991 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NE
04/30/1986 - 04/09/1991
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
IA
Issued 7/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/24/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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