Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Lawrence Ortiz is an Investment Advisor Representative at Valeo Financial Advisors, LLC. Fernando has been in the industry since 1987 and has experience with various financial planning and investment management services. Fernando holds a Series 7 and Series 63 license, as well as the Certified Financial Planner designation. Fernando has experience working with clients such as high-net-worth individuals, charitable organizations, corporations, and individuals other than high-net-worth. Fernando is also registered in Colorado and Michigan to provide investment advisory services.
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.
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.
Percentage of client net worth
1
2
IN
07/16/2015 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
MI
07/26/2002 - 06/02/2006
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ANN ARBOR MI)
NY
01/10/2001 - 05/06/2002
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
NY
08/14/1992 - 08/30/2001
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
NY
10/19/1994 - 12/31/1995
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
NJ
02/02/1988 - 09/24/1991
H. C. COPELAND AND ASSOCIATES EQUITIES, INC. (SOMERSET NJ)
MA
08/20/1987 - 01/26/1988
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
07/17/1987 - 08/25/1987
INVESTMENT MANAGEMENT & RESEARCH, INC
IA
Issued 04/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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