Axel
Otero
Allgen Financial Advisors, Inc
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About this Advisor
Axel Otero is a financial advisor based in Orlando, Florida, working with Allgen Financial Advisors, Inc. Axel has previously held positions at Santander Securities, Popular, Inc, First Bank Puerto Rico, Self-Employeed, and Allen Financial Advisors, Inc. Axel has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Axel is part of Allgen Financial Advisors, Inc, which operates out of Orlando, Florida. The firm has 17 employees and manages assets totaling $352.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Allgen Financial Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Allgen Financial Advisors, Inc Brokerage Details
$352,356,607
17
2,312
$152,403
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Axel Otero Work History
Allen Financial Advisors, Inc
Self-Employeed
First Bank Puerto Rico
Popular, Inc
Santander Securities
Disclosures
Please visit the SEC profile of Axel Otero to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Allgen Financial Advisors, Inc
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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