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Isabel Ivette Ortiz

Synergy Investment Management LLC

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About Isabel Ivette Ortiz

Isabel Ivette Ortiz is a financial advisor with Synergy Investment Management LLC. Isabel Ortiz has been in the industry for over 12 years and holds the Series 66, Series 7TO, and SIE licenses. Isabel Ortiz offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Isabel Ortiz is also a Certified Financial Planner.

Firm Information

Isabel Ortiz is currently registered with Synergy Investment Management LLC. Synergy Investment Management LLC is an investment advisor based in Altamonte Springs, FL. They offer financial planning and portfolio management services to individuals, corporations, and high-net-worth individuals. Their team of 13 investment professionals manages over $100 million in assets for 487 clients. The firm also offers wrap fee programs and selection of other advisors services.
Synergy Investment Management LLC

215 NORTH WESTMONTE DRIVE

ALTAMONTE SPRINGS, FL 32714

$101.56M

Assets Under Management

Not reported

Total Clients

10

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Isabel Ortiz’s Registration & Firm History

FL

09/04/2024 - Present

Synergy Investment Management LLC (Orlando FL)

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Licenses & Designations

BOTH

Issued 10/17/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/16/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/23/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Isabel Ivette Ortiz.
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