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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel A Ortiz is a financial advisor at T. Rowe Price Associates, Inc. with over 11 years of experience in the industry. He specializes in providing portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Daniel is a Chartered Financial Analyst and holds a Series 63 license. Prior to joining T. Rowe Price, he worked at Neuberger Berman, PIMCO Investments LLC, and KBS Capital Markets Group. Daniel Ortiz's registration with the state of Maryland became active on September 24, 2024 and the registration with the state of California became active on September 24, 2024.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
09/24/2024 - Present
T. Rowe Price Associates, Inc. (Huntington Beach CA)
Active
Inactive
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