Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Otello? Claim Your ProfileOtello Alessio is a financial advisor with LPL Financial LLC, based in Birmingham, Alabama. Otello has over 12 years of experience in the financial services industry. Before joining LPL Financial, Otello was a financial advisor with BBVA Securities Inc. Otello has a Series 7, 24, 52, 53, and 63 license as well as the SIE exam. Otello is also a Chartered Financial Analyst. Otello specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses. Otello 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AL
04/21/2017 - Present
LPL Financial LLC (BIRMINGHAM AL)
AL
03/28/2012 - 11/05/2014
BBVA SECURITIES INC. (BIRMINGHAM AL)
BC
Issued 04/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2012
Series 24 - General Securities Principal Examination
BC
Issued 06/16/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/03/2011
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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