Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Ortiz is a financial professional with over 13 years of experience in the industry. Andrea is a registered representative of PFS Investments Inc. and is currently licensed in Arizona, California, Ohio and Texas. Andrea is a Series 6, 26 and 63 licensed professional. Andrea's specialization is in the area of Investment Company Products/Variable Contracts. Andrea is committed to providing sound financial advice to help individuals and families reach their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
03/02/2009 - Present
PFS Investments Inc. (MODESTO CA)
BC
Issued 01/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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