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Wissam Otaky

Stonehaven, LLC

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About Wissam Otaky

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.

Firm Information

Wissam Otaky is currently registered with Stonehaven, LLC. Stonehaven, LLC is a Limited Liability Company formed in October 2001 and is registered in all 50 states and the District of Columbia. They have one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

46

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Wissam Otaky’s Registration & Firm History

NY

08/19/2024 - Present

Stonehaven, LLC (NEW YORK NY)

FL

04/26/2023 - 05/28/2024

LESTE USA (MIAMI FL)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wissam Otaky.
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