Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Javier? Claim Your ProfileJavier Ordorica is an investment advisor representative with Sanctuary Advisors, LLC. Javier has been in the financial industry since July 2008 and is registered with FINRA and the state of Texas. Javier is also registered as an Investment Adviser Representative in Texas. Prior to joining Sanctuary Advisors, LLC, Javier worked as an Investment Advisor Representative at Wells Fargo Clearing Services, LLC and J.P. Morgan Securities LLC. Javier holds the following licenses: Series 6, 7, 63, and 65. Javier has a strong track record of providing financial advice and investment management services to individuals, families, and businesses. Javier specializes in retirement planning, college savings, and estate planning. Javier is committed to providing his clients with personalized financial advice that meets their unique needs. Javier is also an owner of Pogh Capital LLC, a real estate investment company. Javier provides full administration of the property for the Airbnb. Javier also owns Javier Ordorica Property, an Airbnb rental property. Javier provides full administration of the property. Javier is also a member of Excelsis Holdings LLC, a real estate investment company. Javier provides administration of the real estate.
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.
1
2
TX
06/11/2021 - Present
Sanctuary Advisors, LLC (McAllen TX)
TX
08/30/2013 - 06/17/2021
WELLS FARGO CLEARING SERVICES, LLC (PHARR TX)
TX
10/01/2012 - 09/04/2013
J.P. MORGAN SECURITIES LLC (BROWNSVILLE TX)
TX
07/14/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BROWNSVILLE TX)
IA
Issued 03/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Javier Ordorica is the right advisor for you? Invested Better is here to help.
