Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Read? Claim Your ProfileRead Otto is a financial advisor with Osaic Wealth, Inc. located in Centennial, CO. Read has been working in the financial industry since June 2014. Read holds Series 6, 7, 63, and 65 licenses. Read has worked at First Command Brokerage Services, Inc. and First Command Advisory Services, Inc. in the past. Read has experience working with a range of clients including individuals, businesses, charitable organizations, and pension and profit-sharing plans. Read also specializes in financial planning, pension consulting, and portfolio management. Read is committed to helping clients reach 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.
A percentage of the total value of assets under management is charged.
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2
CO
09/04/2024 - Present
Osaic Wealth, Inc. (CENTENNIAL CO)
CO
07/15/2014 - 12/05/2023
FIRST COMMAND BROKERAGE SERVICES, INC. (AURORA CO)
BC
Issued 01/21/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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