Cesar Rafael Otero

Current Employers

Employment History

• 10/2011 → 10/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ocoee, FL
• 11/2011 → 10/2025
  Bank Of America, N.A.
  Ocoee, FL
• 10/2025 → Present
  Truist Investment Services, Inc.
  Windermere, FL
• 10/2025 → Present
  Truist Advisory Services, Inc.
  Windermere, FL

Previous Registrations

• 2011-10-27 → 2025-10-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clermont, FL
  Orlando, FL
  Orlando, FL
  Orlando, FL
  Ocoee, FL
  Jacksonville, FL
  Ocoee, FL
  Clermont, FL
  Orlando, FL
  Ocoee, FL
  Clermont, FL
  Windermere, FL
  Orlando, FL
  Apopka, FL
  Windermere, FL
  Clermont, FL
  Windermere, FL
  Clermont, FL
  Mount Dora, FL
  Maitland, FL
  Orlando, FL
  Orlando, FL
• 2010-12-13 → 2011-10-05
  Chase Investment Services Corp.
  Orlando, FL
  Orlando, FL
  Orlando, FL
• 2010-07-22 → 2010-12-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL
• 2008-10-06 → 2009-12-31
  Morgan Keegan & Company, Llc
  Ocoee, FL
  Birmingham, AL
• 2008-06-20 → 2008-07-17
  Ameriprise Financial Services, Llc
  Orlando, FL

Other Businesses

I*: 2290270 Entity Type: Charitable Name of OBA: Habitat for Humanity of Greater Orlando and Osceola County Address: Orlando, FL 32808 Investment Related: No Position, Title, Association: Committee, Board Member Employee Start Date: 5/15/2025 Number of Hours: 12 hrs annually Number of Hours during trading: 12 hrs annually Duties: Give feedback and provide ideas on how to make the organization more efficient, while still providing the services to the community.

Exams

• S66 Uniform Combined State Law Examination
  2008-06-18

Other Names

• Cesar R. Otero
• Cesar Otero
• Cesar R Otero