Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cristina? Claim Your ProfileCristina Ortiz is a financial advisor associated with State Farm Investment Management Corp. with over 7 years of experience in the financial industry. She holds Series 6, 63, and 65 licenses and is registered to conduct business in Georgia, North Carolina and South Carolina. Cristina has also been a licensed insurance agent for over 13 years, providing insurance services through Cristina Ortiz Insurance Agency, which she owns. She is currently based out of Mauldin, SC, and specializes in helping individuals and investment companies build and manage their portfolios.
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.
Strategic management for diversified investment portfolios.
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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2
SC
07/19/2021 - Present
State Farm Investment Management Corp. (Mauldin SC)
IL
07/07/2015 - 02/14/2017
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 06/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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