Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eileen? Claim Your ProfileEileen Ortega is a financial advisor with Commonwealth Financial Network in SAN DIEGO, CA. Eileen has been in the financial industry since 1999, providing clients with advice on investment management, financial planning, and more. Eileen has a strong track record in the industry and is dedicated to helping clients achieve their financial goals. Commonwealth Financial Network provides a wide range of services to its clients, including portfolio management, financial planning, and retirement planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
11/29/2006 - Present
Commonwealth Financial Network (SAN DIEGO CA)
CA
08/31/1999 - 07/12/2006
TD AMERITRADE, INC. (SAN DIEGO CA)
BC
Issued 09/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2003
Series 4 - Registered Options Principal Examination
BC
Issued 06/21/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/12/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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