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William Albert Otto

INDICES-PAC RESEARCH CORP.·MONTVALE, New Jersey
Series 1, Series 63Clean recordINDICES-PAC RESEARCH CORP.
50 CHESTNUT RIDGE ROAD, MONTVALE, NJ 07645CRD# 354348Firm CRD# 160149

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Albert Otto · MONTVALE, NJ
Registration
CRD #354348 · INDICES-PAC RESEARCH CORP.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 1
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
INDICES-PAC RESEARCH CORP.
CRD 160149 · SEC 801-73725
AUM
$2M
Regulatory assets under management
Employees
6
2 client accounts
Services offered by INDICES-PAC RESEARCH CORP.
Per Form ADV
Selection of other advisers
View all advisors at INDICES-PAC RESEARCH CORP. →
Introduction

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04

Frequently Asked Questions

What services does William Albert Otto offer?
William Albert Otto specializes in Wealth Management. Contact their office in MONTVALE, New Jersey for a consultation.
What are William Albert Otto's credentials?
William Albert Otto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Albert Otto located?
William Albert Otto is based in MONTVALE, New Jersey, working with INDICES-PAC RESEARCH CORP.. Their office serves clients in the MONTVALE metropolitan area and surrounding communities.
How does William Albert Otto charge for services?
William Albert Otto's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INDICES-PAC RESEARCH CORP.?
INDICES-PAC RESEARCH CORP. has approximately 6 employees and manages $2M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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