Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Otis? Claim Your ProfileOtis Jerome Greene is an investment advisor representative with Blackrock Investment Management, LLC. Otis has been in the financial services industry for over 22 years and has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutional investors. Otis has a strong track record of success in providing investment advice and portfolio management services. Otis is registered to provide investment advice in Alabama, Delaware, Florida, Georgia, Illinois, Kentucky, Maryland, Mississippi, New Jersey, New York, North Carolina, South Carolina, and Tennessee.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
02/03/2022 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
NY
12/12/2005 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
03/14/2003 - 07/15/2005
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
04/07/2000 - 11/21/2002
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
BOTH
Issued 03/06/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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