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Ezio Xavier Portes meza

Ocean Financial Services, LLC

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About Ezio Xavier Portes meza

Ezio Xavier Portes meza is a financial advisor with Ocean Financial Services, LLC. Ezio is registered with the state of Florida, and is series 6 and 63 licensed. Ezio has been in the financial services industry since 2017 and has experience with Wells Fargo Clearing Services, LLC.

Firm Information

Ezio Portes meza is currently registered with Ocean Financial Services, LLC. Ocean Financial Services, LLC is a Limited Liability Company that was formed on January 19, 2010. The firm is registered in California, Delaware, Florida, Michigan, New York, North Carolina, Texas, and Wyoming, and is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Ezio Portes meza’s Registration & Firm History

FL

10/06/2021 - Present

Ocean Financial Services, LLC (MIAMI FL)

FL

11/26/2016 - 07/09/2021

WELLS FARGO CLEARING SERVICES, LLC (HOMESTEAD FL)

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Licenses & Designations

BC

Issued 12/01/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/26/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ezio Xavier Portes meza.
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