Unclaimed Profile

Wissam Otaky

H2 ADVISERS LLC·MIAMI BEACH, Florida

SIE, Series 7TO, Series 63, Series 82TOCFAClean recordH2 ADVISERS LLC

6423 COLLINS AVENUE, MIAMI BEACH, FL 33141CRD# 7037118Firm CRD# 299366

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Wissam Otaky · MIAMI BEACH, FL

Registration

CRD #7037118 · H2 ADVISERS LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 63

Series 82TO

Registration record

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Introduction

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Frequently Asked Questions

What services does Wissam Otaky offer?

Wissam Otaky is a registered financial advisor in MIAMI BEACH, Florida. Contact their office for details on services offered.

What are Wissam Otaky's credentials?

Wissam Otaky holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Wissam Otaky located?

Wissam Otaky is based in MIAMI BEACH, Florida, working with H2 ADVISERS LLC. Their office serves clients in the MIAMI BEACH metropolitan area and surrounding communities.

How large is H2 ADVISERS LLC?

H2 ADVISERS LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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