Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edilberto? Claim Your ProfileEdilberto Ortiz is a financial professional with over 35 years of experience in the financial services industry. He is currently a Registered Representative with IHT Wealth Management LLC, a registered investment advisor firm based in Chicago, Illinois. Edilberto has a strong background in accounting and auditing, having worked as a partner at E.C. Ortiz & Co. LLP for many years. He is also a licensed CPA and holds a Series 7, 24, 63, and 65 licenses. Edilberto's expertise includes financial planning, portfolio management, and investment advisory services. He has experience working with individual clients, businesses, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning fees
1
2
IL
07/12/2016 - Present
IHT Wealth Management LLC (CHICAGO IL)
IL
09/08/2009 - 09/04/2024
LPL FINANCIAL LLC (CHICAGO IL)
IL
03/31/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (CHICAGO IL)
CA
01/13/1988 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
01/21/1987 - 01/18/1988
TRANSAMERICA FINANCIAL RESOURCES, INC.
IA
Issued 11/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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