Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isela? Claim Your ProfileIsela Ortega-wu is a financial advisor with Western International Securities, Inc. located in Pasadena, CA. Isela has been in the financial services industry since 2002 and is licensed to provide financial advice and securities transactions in California. Isela has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth clients. Isela offers a variety of advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
CA
04/02/2014 - Present
Western International Securities, Inc. (PASADENA CA)
CA
07/16/2008 - 03/26/2014
UNIONBANC INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
07/11/2005 - 07/17/2008
WAMU INVESTMENTS, INC. (IRVINE CA)
CA
09/06/2002 - 07/14/2005
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
CA
10/02/2003 - 07/12/2005
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
BOTH
Issued 07/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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