Unclaimed
Susan L. Otto is a licensed securities professional in the state of Oregon. Susan is a registered representative of American Fidelity Securities, Inc. and holds the Series 63, Series 6TO, and SIE licenses. Susan has been in the securities industry since August 18, 2023. Susan's primary business location is in Oklahoma City, Oklahoma.
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.
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.
1
2
OK
08/18/2023 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
BC
Issued 02/24/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Susan Otto is the right advisor for you? Invested Better is here to help.