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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Otterson is a registered Investment Advisor Representative with Freedom Investment Management, Inc. Michael's experience in the financial services industry includes previous roles at Fidelity Brokerage Services LLC and Transamerica Investors Securities Corporation. Michael holds the Series 63, 66 and 7 licenses and the SIE exam. Michael specializes in a wide range of financial services including portfolio management for individuals, businesses, and pooled investment vehicles. Michael's firm, Freedom Investment Management, Inc. is an SEC-registered Investment Advisor based in Hartford, CT, with a strong focus on providing investment advice to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Model provider/strategist
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.
A percentage of the total value of assets under management is charged.
Minimum monthly account fee
1
2
CT
12/01/2023 - Present
Freedom Investment Management, Inc. (HARTFORD CT)
UT
04/13/2018 - 01/04/2019
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
10/06/2014 - 06/07/2017
TRANSAMERICA INVESTORS SECURITIES CORPORATION (NORTH SALT LAKE UT)
UT
10/20/2006 - 09/12/2014
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 07/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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