Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Enrique Ortega is an Investment Advisor Representative with Frost Investment Advisors, LLC. Daniel Ortega has been with Frost Investment Advisors, LLC since January 2013. Daniel Ortega has been registered with the state of Texas since July 29, 2013. Daniel Ortega is active in the state of Texas and holds a Series 65 license. Daniel Ortega's specializations are Investment Companies, Banks and Bank Holding Companies, Insurance Companies and Insurance Holding Companies.
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.
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.
Provide models to 3rd parties and receive asset-based fees
1
2
TX
07/29/2013 - Present
Frost Investment Advisors, LLC (SAN ANTONIO TX)
IA
Issued 07/28/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Daniel Ortega is the right advisor for you? Invested Better is here to help.
