Unclaimed
Cortino Rito Garcia is an investment advisor representative who has been active in the industry since 2013. Cortino is currently registered with Centaurus Financial, Inc. in Arkansas, California, Idaho, Montana, New Mexico, Oklahoma, Oregon, Texas, Utah, Washington, and Wyoming. Cortino is also licensed to provide investment advisory services in California, Idaho, Montana, Oregon, Texas, Utah, Washington, and Wyoming. Previously, Cortino worked for Independent Financial Group, LLC, and American Independent Securities Group, LLC. Cortino has a Series 7 and Series 66 license and the SIE exam. Cortino provides a range of financial services, including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals. Cortino also works as an insurance agent for National Guardian Life.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
ID
08/18/2022 - Present
Centaurus Financial, Inc. (HAYDEN ID)
ID
08/09/2016 - 12/31/2019
INDEPENDENT FINANCIAL GROUP, LLC (Boise ID)
ID
11/12/2013 - 08/09/2016
AMERICAN INDEPENDENT SECURITIES GROUP, LLC (Boise ID)
ID
01/11/2013 - 11/15/2013
MORGAN STANLEY (BOISE ID)
BOTH
Issued 02/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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