Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Otto? Claim Your ProfileOtto Radtke is an investment advisor representative at LPL Financial LLC. Otto has over 20 years of experience in the financial services industry. Otto is a licensed securities professional and holds both Series 6 and Series 66 registrations. Otto is also a registered Investment Advisor with Pence Wealth Management Corp.
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
CA
07/12/2024 - Present
LPL Financial LLC (TORRANCE CA)
CA
09/12/2019 - 03/04/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
CA
01/29/2001 - 09/30/2002
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
NE
01/28/2000 - 02/15/2001
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IN
12/09/1998 - 02/02/2000
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
CA
05/04/1998 - 12/02/1998
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NY
11/25/1997 - 05/15/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 09/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/04/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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