Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Ortiz is an investment advisor representative who has been in the industry since December 2017. Elizabeth is registered with Charles Schwab & CO., Inc. in Austin, Texas, and holds Series 63, SIE, Series 7, Series 9, and Series 10 licenses. Elizabeth is registered to offer securities in 51 states, as well as the District of Columbia. Elizabeth specializes in financial 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
12/11/2017 - Present
Charles Schwab & CO., Inc. (Austin TX)
BC
Issued 01/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/22/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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