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Javier Victor Ortiz

Allstate Financial Services, LLC

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About Javier Victor Ortiz

Javier Victor Ortiz is a registered representative with Allstate Financial Services, LLC. Javier has been in the financial industry since 1999 and holds multiple licenses and registrations. Javier works in the Coral Springs, Florida area and is registered to conduct business in the states of Florida, Nevada, Ohio, and South Carolina.

Firm Information

Javier Ortiz is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

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.

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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Javier Ortiz’s Registration & Firm History

FL

01/29/2003 - Present

Allstate Financial Services, LLC (Coral Springs FL)

MA

12/14/2000 - 12/19/2002

MOORS & CABOT, INC. (BOSTON MA)

NY

05/06/1999 - 01/18/2001

AXA ADVISORS, LLC (NEW YORK NY)

MA

12/12/2000 - 12/13/2000

MOORS & CABOT, INC. (BOSTON MA)

NY

05/06/1999 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/09/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/04/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/1999

Series 7 - General Securities Representative Examination

BC

Issued 05/05/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Javier Victor Ortiz.
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