Axel Otero (CRD# 5233716) is an Investment Advisor Representative working at Allgen Financial Advisors, Inc. in Orlando, FL and has 1 year of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Allen Financial Advisors, Inc. | Orlando, FL | May 2023 - Current | 1 |
Self-employeed | Orlando, FL | Jul 2018 - May 2023 | 4 |
First Bank Puerto Rico | San Juan, PR | Dec 2017 - Jun 2018 | < 1 |
Popular, Inc. | San Juan, PR | Oct 2015 - Dec 2017 | 2 |
Santander Securities | Guaynabo, PR | Jul 2006 - May 2016 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- FL
-
Total Assets Under Management352MILLIONS
-
Total Number of Accounts2,312ACCOUNTS
-
Average Account Value$152,403
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AL, FL, NC, NJ, NY, OH, TX
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