Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andres? Claim Your ProfileAndres Daniel Diamond Ortiz is a registered representative with Trb Capital Markets, Llc and Estrada Hinojosa & Company, Inc., both of which are located in Houston, Texas. Andres has been in the financial industry since 2008 and is a registered professional in Texas. Andres has a wide range of licenses and certifications, including the Series 7, Series 50, Series 52TO, Series 53, Series 54 and the Series 63 exams.
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.
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.
1
2
TX
08/08/2024 - Present
TRB Capital Markets, LLC (HOUSTON TX)
BC
Issued 10/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/14/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 07/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andres Diamond ortiz is the right advisor for you? Invested Better is here to help.
