Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Adonai Ortiz is a financial professional with over 2 years of experience in the financial services industry. Jeremy is currently registered with Nylife Securities LLC in Wayne, Pennsylvania and holds Series 7TO, Series 63 and SIE licenses. Jeremy has previously held positions at Empower Financial Services, Inc. in Greenwood Village, Colorado and The Rockwell Financial Group, Inc. in Philadelphia, Pennsylvania.
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
PA
01/12/2024 - Present
Nylife Securities LLC (WAYNE PA)
CO
01/26/2022 - 11/23/2022
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
PA
12/07/2018 - 07/02/2020
THE ROCKWELL FINANCIAL GROUP, INC. (Philadelphia PA)
BC
Issued 03/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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