Denise Otten, financial advisor Holbrook NY

Denise Otten

CRD Number: 1205920
Current Firm: American Portfolios Advisors, Inc.

Denise Otten (CRD# 1205920) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
American Portfolios Financial Services Holbrook, NY Aug 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1984
S66 NASAA Uniform Combined State Law Examination Jan 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Denise G. Otten
Phone Number: 631-439-4600 X156
Registered State(s):
  • FL
  • NJ
By the Numbers
  • Total Assets Under Management
    13,084
    MILLIONS
  • Total Number of Accounts
    54,553
    ACCOUNTS
  • Average Account Value
    $239,833
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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