Juan Otero, DBA

Financial Professional
Hato Rey, PR Office
(787) 604-5963
This email address is being protected from spambots. You need JavaScript enabled to view it.

Juan was a full-time college professor before he joined the firm, teaching finance to the next generation of business professionals. He holds two bachelor’s degrees, an MBA in business administration and a Ph.D in business administration—and has extensive administrative experience as well. In 2021, he made the transition from academia to the financial industry, applying a wealth of knowledge to solve his client’s investment challenges. He holds Series 6 Registration and is licensed to sell life insurance in Puerto Rico. He sees his main mission as one of improving people’s lives through financial planning, especially as they prepare for retirement. Juan spends his off hours traveling with friends to Puerto Rico’s beaches, reading up on finance and market behavior and playing the guitar and Puerto Rican cuatro. He has been the musical director of his parish choir for 25 years.

Education

  • Doctorate in Business Administration, University of Puerto Rico
    2002-2008
  • M.B.A Marketing, Central University of Bayamon
    1999-2001
  • B.A Biology, University of Puerto Rico
    1988-1991

Areas of Expertise

  • Wealth Accumulation
  • Income Distribution
  • Life Insurance
  • Retirement Planning

Registered Representatives in this office are registered with and offer securities through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Investment Advisory services offered through Cybele Capital Management, a registered investment advisor. Cybele Capital Management and/or Cybele Capital Securities are not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. The Investment Adviser Representative of Cybele Capital Management offers investment advice with residents of a SEC/jurisdiction for which they are properly registered or where excluded from registration requirements. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.
To Check Firm or Individual Backgrounds please go to Finra’s Brokercheck.

Copyright © Grupo Cibeles | Powered by AdvisorFlex®