Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Otsen is a financial advisor who has been in the industry since March 8, 2019. William is currently registered with Farmers Financial Solutions, LLC and holds Series 6, 7TO, 63, 65, and 26 licenses. William was previously employed by Transamerica Financial Advisors, Inc. William has worked in the financial industry since 2017 and has experience in providing investment advice to individuals and families.
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
CA
01/12/2024 - Present
Farmers Financial Solutions, LLC (GLENDORA CA)
CA
05/24/2021 - 10/19/2022
TRANSAMERICA FINANCIAL ADVISORS, INC (MONTEREY PARK CA)
CA
06/11/2019 - 12/10/2020
TRANSAMERICA FINANCIAL ADVISORS, INC (MONTEREY PARK CA)
CA
06/07/2017 - 05/14/2019
FARMERS FINANCIAL SOLUTIONS, LLC (GLENDORA CA)
IA
Issued 08/13/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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