Unclaimed
Ryne Otis is a financial advisor with Edward Jones. Ryne Otis has been in the industry since October 21, 2014. Ryne Otis has passed the following exams: Series 6, Series 7, Series 63, Series 66 and SIE. Ryne Otis is registered in 23 states: Alabama, Arizona, California, Colorado, Florida, Illinois, Indiana, Kentucky, Maryland, Michigan, Missouri, Nevada, New York, Ohio, Pennsylvania, Tennessee, Texas, Virginia, Washington, Wisconsin and Wyoming. Ryne Otis has been associated with Edward Jones since January 2017. Previously, Ryne Otis was associated with Northwestern Mutual Investment Services, LLC.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IN
01/04/2019 - Present
Edward Jones (Marion IN)
IN
10/21/2014 - 01/05/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FORT WAYNE IN)
BOTH
Issued 02/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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