Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Otis? Claim Your ProfileOtis Barnard is a financial advisor with Wealthbuilders Investments. Otis has been in the industry since 2020 and has a Series 65 license. Otis specializes in financial planning, investment advice, and educational seminars. Otis is registered in Colorado.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CO
02/10/2025 - Present
Wealthbuilders Investments (ENGLEWOOD CO)
IA
Issued 03/26/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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