Otto Rivera (CRD# 6287758) is an Investment Advisor Representative working at White Lighthouse Investment Management, Inc. in Saint Cloud, FL and has over 9 years of experience in the finance industry. Otto Rivera has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5855622
Financial Harvest Wealth Advisors
CRD# 1009942
Ubs Financial Services Inc.
CRD# 4845592
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| White Lighthouse Investment Management | Lexington, MA | Nov 2019 - Current | 4 |
| Charles Schwab & Company, Inc. | Orlando, FL | Jan 2014 - Oct 2019 | 5 |
| Pentecostal Church Of God, Int'l Movement | Orlando, FL | Feb 2015 - May 2019 | 4 |
| Mizpa Christian University | Orlando, FL | Aug 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2014 |
- MA
-
Total Assets Under Management511MILLIONS
-
Total Number of Accounts1,108ACCOUNTS
-
Average Account Value$461,255
- 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
CA, CT, FL, MA, NC, NY, TX
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