Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Demetrio? Claim Your ProfileDemetrio Ortiz is a securities professional with over 14 years of experience in the financial industry. Demetrio has held positions with firms like Knight Capital Americas LLC and Topeka Capital Markets Inc. Demetrio currently holds a Series 7, Series 55, Series 57TO, and Series 63 licenses, and is registered in New York and Tennessee. Demetrio is currently employed with Castleoak Securities, LP.
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
NY
03/26/2018 - Present
Castleoak Securities, LP (NEW YORK NY)
NY
05/26/2015 - 04/26/2016
TOPEKA CAPITAL MARKETS INC. (NEW YORK NY)
NJ
07/02/2012 - 01/15/2013
KNIGHT CAPITAL AMERICAS LLC (JERSEY CITY NJ)
NJ
10/20/2004 - 07/02/2012
KNIGHT CAPITAL AMERICAS, L.P. (JERSEY CITY NJ)
BC
Issued 04/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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