Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Otto? Claim Your ProfileOtto Victor Tschudi is a financial professional with over 39 years of experience in the industry. Otto is currently registered with Stifel, Nicolaus & Company, Inc. as a Broker and Investment Advisor Representative. Prior to joining Stifel, Nicolaus & Company, Inc., Otto worked at THOMAS WEISEL PARTNERS LLC and NATIONSBANC MONTGOMERY SECURITIES LLC. Otto is licensed in California, Colorado, Connecticut, Delaware, Florida, Massachusetts, Missouri, New Jersey, New York, Pennsylvania, and Washington. Otto specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and pooled investment vehicles. Otto has a strong track record of success in 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.
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
07/10/2010 - Present
Stifel, Nicolaus & Company, Inc. (SAN FRANCISCO CA)
CA
02/04/1999 - 07/20/2010
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
NY
10/01/1997 - 01/19/1999
NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)
CA
06/22/1983 - 10/01/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
BC
Issued 11/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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