Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Ann Ortega is a financial advisor who has been in the industry since January 1, 2000. Barbara is currently registered with Empower Financial Services, Inc. and has been with the firm since September 2, 2014. Prior to that, she worked at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC., American Century Investment Services Inc., and Janus Distributors, Inc. Barbara is licensed in 52 states and holds Series 6, Series 63, and SIE licenses.
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.
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2
KS
09/02/2014 - Present
Empower Financial Services, Inc. (OVERLAND PARK KS)
CO
12/12/2003 - 09/02/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (ENGLEWOOD CO)
MO
01/07/2003 - 12/12/2003
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
CO
02/03/1999 - 02/07/2002
JANUS DISTRIBUTORS, INC. (DENVER CO)
BC
Issued 03/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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