Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Otona? Claim Your ProfileOtona Lavender is a Registered Investment Advisor Representative in Wisconsin, associated with Heck Capital Advisors, LLC. Otona has been a part of the financial services industry since 2014. The advisor has one state exam, Series 65. Otona has provided investment advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Otona Lavender specializes in capital central services, financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.
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.
Capital central 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.
A percentage of the total value of assets under management is charged.
Project fees
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WI
02/28/2022 - Present
Heck Capital Advisors, LLC (RHINELANDER WI)
IA
Issued 02/26/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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