Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ottoniel? Claim Your ProfileOttoniel Mattik Sanchez is a financial advisor with over 4 years of experience in the industry. Ottoniel currently works with J.p. Morgan Securities LLC, where Ottoniel has been since December 2023. Previously, Ottoniel was registered with NYLIFE SECURITIES LLC from 2019 to 2020 and WELLS FARGO CLEARING SERVICES, LLC from 2019 to 2019. Ottoniel holds Series 63, 65, 6TO and SIE licenses and is registered in Texas. Ottoniel specializes in providing financial advice to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
12/07/2023 - Present
J.p. Morgan Securities LLC (WACO TX)
TX
10/18/2019 - 07/16/2020
NYLIFE SECURITIES LLC (WACO TX)
TX
03/06/2019 - 08/07/2019
WELLS FARGO CLEARING SERVICES, LLC (WACO TX)
BC
Issued 01/22/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/13/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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