Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ottman is a financial advisor with Spectrum Asset Management Inc., a firm located in Newport Beach, California. Michael has been in the industry since 1986 and has experience working with a variety of clients, including individuals, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans. He is a Certified Financial Planner and holds the Series 7 and Series 63 licenses. Michael offers a variety of services to his clients, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Michael is also an insurance agent with life and long-term care insurance experience.
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.
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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CA
09/28/2017 - Present
Spectrum Asset Management Inc. (NEWPORT BEACH CA)
CA
08/16/1996 - 09/15/2009
ROYAL ALLIANCE ASSOCIATES, INC. (NEWPORT BEACH CA)
CA
03/10/1992 - 08/19/1996
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
MN
07/23/1986 - 03/10/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 02/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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