Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Jamie Ortiz is a financial professional with PFS Investments Inc. and is based in Boca Raton, FL. Jimmy has been in the industry since September 11, 2022 and is currently registered with FINRA and the state of Florida. Jimmy has Series 6TO and SIE licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
03/26/2024 - Present
PFS Investments Inc. (BOCA RATON FL)
FL
06/19/2022 - 12/31/2023
PFS INVESTMENTS INC. (BOCA RATON FL)
BC
Issued 06/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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