Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blanca? Claim Your ProfileBlanca E. Ortiz is a financial advisor who has been in the industry since August 20, 1996. Blanca is currently registered with Keybanc Capital Markets Inc. and has been with the firm since August 21, 1996. Blanca holds a number of licenses and qualifications, including Series 7, Series 63, Series 65, Series 24, and Series 4. Blanca is registered in California, Indiana, and Ohio.
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
OH
08/21/1996 - Present
Keybanc Capital Markets Inc. (CLEVELAND OH)
BC
Issued 01/18/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 04/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 02/21/2001
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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