Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ortega is a financial advisor with over 10 years of experience in the industry. Currently, David is registered with Cetera Advisor Networks LLC and is licensed to conduct business in Arizona and Texas. David has previously worked with firms such as Great Nation Investment Corporation, ING Financial Partners, Inc., Aetna Investment Services, Inc. and Aetna Life Insurance and Annuity Company. David specializes in providing financial advice and investment services to clients.
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.
1
2
TX
08/07/2017 - Present
Cetera Advisor Networks LLC (EL PASO TX)
TX
08/27/2010 - 09/05/2017
GREAT NATION INVESTMENT CORPORATION (AMARILLO TX)
AZ
12/19/2007 - 08/18/2008
ING FINANCIAL PARTNERS, INC. (TUCSON AZ)
NA
10/15/1993 - 03/01/1994
AETNA INVESTMENT SERVICES, INC.
NA
02/11/1991 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BC
Issued 12/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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