Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Ortiz is a financial professional with over 15 years of experience in the industry. Jason is currently registered with Raymond James & Associates, Inc. and has previously held positions at MML Investors Services, LLC, PRUCO Securities, LLC, Park Avenue Securities LLC, NYLIFE Securities LLC, MetLife Securities Inc. and New England Securities. Jason holds several licenses and certifications, including Series 6, 7, 24, and 63 licenses. Jason is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
09/09/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
12/04/2020 - 03/09/2022
MML INVESTORS SERVICES, LLC (ELMSFORD NY)
NY
10/21/2020 - 12/03/2020
PRUCO SECURITIES, LLC. (WHITE PLAINS NY)
NY
12/06/2017 - 10/12/2020
PRUCO SECURITIES, LLC. (WHITE PLAINS NY)
NY
06/14/2017 - 11/22/2017
PARK AVENUE SECURITIES LLC (GARDEN CITY NY)
NY
05/01/2015 - 05/16/2017
NYLIFE SECURITIES LLC (WHITE PLAINS NY)
CT
10/04/2005 - 04/13/2015
METLIFE SECURITIES INC. (SHELTON CT)
CT
10/02/2013 - 01/02/2015
NEW ENGLAND SECURITIES (SHELTON CT)
CT
10/04/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
BC
Issued 10/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/30/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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