Joseph OmutsaniCRD Number: 3084448
Current Firm: Usaa Financial Planning Services
Joseph Omutsani (CRD# 3084448) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 17 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Usaa Financial Planning Services||Phoenix, AZ||Nov 2008 - Current||8|
|Usaa Financial Advisors, Inc.||Phoenix, AZ||Sep 2007 - Current||10|
|Usaa Life Insurance Company||Phoenix, CA||Sep 2007 - Nov 2008||1|
|Usaa Investment Management Company||Phoenix, AZ||Sep 2006 - Nov 2008||2|
|The Vanguard Group Inc.||Scottsdale, AZ||May 1998 - Sep 2006||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2000|
|S65||NASAA Investment Advisors Law Examination||Nov 2007|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
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, VI, VT, WA, WI, WV