Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hector? Claim Your ProfileHector Ortiz is a financial professional with over 17 years of experience in the industry. He is currently registered with Orion Portfolio Solutions, LLC in Omaha, Nebraska. Hector has a wide range of experience, having worked with various firms including TD Ameritrade, Inc., Vanguard Marketing Corporation, and InterSecurities, Inc. Hector holds multiple industry licenses and certifications, including the Series 6, 7, 24, 63 and 65 exams. Hector specializes in portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting.
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.
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.
Portfolio management for educational savings & able plans
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NE
01/17/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
NE
10/24/2017 - 08/19/2020
TD AMERITRADE, INC. (OMAHA NE)
AZ
01/28/2005 - 10/18/2017
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
FL
05/18/2004 - 10/19/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 04/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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