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Milton Otero

Interactive Brokers LLC

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About Milton Otero

Milton Otero is a financial professional who has been in the industry since August 15, 2012. Milton is currently registered with Interactive Brokers LLC in Greenwich, CT. Milton holds the Securities Industry Essentials Examination (SIE) and the Series 99 - Operations Professional Examination.

Firm Information

Milton Otero is currently registered with Interactive Brokers LLC. Interactive Brokers LLC is a Limited Liability Company formed on March 9, 1998 and is approved to operate in all 50 U.S. states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

175

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Milton Otero’s Registration & Firm History

CT

08/16/2012 - Present

Interactive Brokers LLC (GREENWICH CT)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2012

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Milton Otero.
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