Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Michael Ortiz is a registered representative associated with Arete Wealth Management, LLC. Joseph's current registrations include Series 7TO and SIE exams. Joseph has been in the securities industry since 2024. Joseph has a branch office location in Melville, NY.
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.
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NY
08/19/2024 - Present
Arete Wealth Management, LLC (Melville NY)
BC
Issued 08/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/20/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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