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Amber Kay Ortiz

City National Securities, Inc.

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About Amber Kay Ortiz

Amber Ortiz is a financial advisor with City National Securities, Inc. Amber has been in the financial industry since 2010. Amber is licensed in the state of California. Amber specializes in financial planning, portfolio management for businesses and individuals and selection of other advisors. Amber is a Certified Financial Planner.

Firm Information

Amber Ortiz is currently registered with City National Securities, Inc.. City National Securities, Inc. is a corporation formed in November 1999 and headquartered in Los Angeles, California. The firm provides a range of investment advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. They have regulatory assets under management of over $1.5 billion across 2,004 accounts. The firm caters to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, and pension plans. They are registered with the SEC and in all 51 states.
City National Securities, Inc.

555 SOUTH FLOWER STREET

LOS ANGELES, CA 90071

$1.59B

Assets Under Management

Not reported

Total Clients

144

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Mutual fund fees, broker fees & transaction fees

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Amber Ortiz’s Registration & Firm History

CA

05/29/2014 - Present

City National Securities, Inc. (LOS ANGELES CA)

CA

05/08/2013 - 05/14/2014

UNIONBANC INVESTMENT SERVICES, LLC (SANTA BARBARA CA)

CA

03/26/2010 - 02/10/2012

PRIMEVEST FINANCIAL SERVICES, INC. (SANTA BARBARA CA)

CA

05/05/2008 - 01/29/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (SANTA BARBARA CA)

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Licenses & Designations

BOTH

Issued 08/31/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/08/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2010

Series 7 - General Securities Representative Examination

BC

Issued 05/02/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amber Kay Ortiz.
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