Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffry? Claim Your ProfileJeffry Ortiz is a financial professional registered with American Fidelity Securities, Inc. Jeffry is licensed to provide investment advice and services in several states, including Arizona, California, Colorado, Kansas, Nevada, Oklahoma, and Oregon. He holds the Series 6, SIE, and Series 63 licenses. Jeffry has been in the financial services industry since 2014.
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.
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.
1
2
OK
07/21/2014 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
BC
Issued 08/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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