Unclaimed
Wissam Otaky is a financial professional with experience in the securities industry. Wissam holds Series 7TO, Series 82TO, and SIE licenses, and has passed the Uniform Securities Agent State Law Examination (Series 63). Wissam is currently registered with Stonehaven, LLC, and has previously been affiliated with LESTE USA. Wissam's areas of expertise include securities offerings and general securities.
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
NY
08/19/2024 - Present
Stonehaven, LLC (NEW YORK NY)
FL
04/26/2023 - 05/28/2024
LESTE USA (MIAMI FL)
BC
Issued 06/17/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 04/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Wissam Otaky is the right advisor for you? Invested Better is here to help.