AO
Alberto Otero
from Oceanis Financial Advisors, Inc.
Alberto Otero is a financial advisor based in Florida, Miami,
with 12 years of experience. Alberto currently works for
Oceanis Financial Advisors, Inc..
Alberto maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Alberto Otero works at Oceanis Financial Advisors, Inc.
Oceanis Financial Advisors, Inc. is a financial advisory firm based in Miami, Florida. It currently has approximately $180,870,103 of assets under management and employs about 2 people. Oceanis Financial Advisors, Inc. uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
5 years
Fee structure
and a percentage of assets under your management
Office location
40 Sw 13th Street, Suite 605, Miami, Florida, 33130
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting