Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felix? Claim Your ProfileFelix Antonio Ortiz is a registered representative with Citigroup Global Markets Inc., located in Jacksonville, Florida. Felix has over 8 years of experience in the financial services industry and holds the Series 7, 63, and 66 licenses. Before joining Citigroup, Felix worked for Wells Fargo Clearing Services, LLC, Fidelity Brokerage Services LLC and LPL Financial LLC. Felix specializes in providing financial advice and portfolio management services to individuals, high-net-worth individuals, 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.
Asset allocation advice
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.
1
2
FL
01/10/2025 - Present
Citigroup Global Markets Inc. (Jacksonville FL)
NJ
05/05/2023 - 05/09/2024
LPL FINANCIAL LLC (MADISON NJ)
NH
12/23/2021 - 06/27/2022
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NJ
04/04/2019 - 12/16/2021
WELLS FARGO CLEARING SERVICES, LLC (FORT LEE NJ)
BOTH
Issued 04/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/04/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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