Unclaimed
Demetrio Ortega is a financial advisor who has been in the industry since April 10, 2024. Demetrio is currently registered with State Street Global Markets, LLC. Demetrio has passed the Series 63, Series 7TO and SIE exams and holds licenses in all 50 states plus the District of Columbia, Puerto Rico and the Virgin Islands.
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
MA
04/11/2024 - Present
State Street Global Markets, LLC (BOSTON MA)
BC
Issued 05/15/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/02/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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