Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josue? Claim Your ProfileJosue Ortiz is a financial professional with over 9 years of experience in the financial services industry. Josue is a Registered Representative of Nationwide Securities, LLC, and is licensed to provide investment advice in all 50 states. Prior to joining Nationwide Securities, LLC, Josue was a Registered Representative of Nationwide Investment Services Corporation and Cabot Lodge Securities LLC. Josue's areas of expertise include financial planning, portfolio management for individuals, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your 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
OH
04/07/2021 - Present
Nationwide Securities, LLC (COLUMBUS OH)
OH
09/16/2019 - 04/07/2021
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IL
03/25/2019 - 07/24/2019
CABOT LODGE SECURITIES LLC (SCHAUMBURG IL)
TX
01/09/2019 - 03/29/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
03/07/2016 - 04/10/2018
PROVASI CAPITAL PARTNERS LP (DALLAS TX)
MA
08/12/2014 - 12/04/2015
REALTY CAPITAL SECURITIES, LLC (BOSTON MA)
MA
04/03/2013 - 08/20/2014
NYLIFE SECURITIES LLC (WALTHAM MA)
BOTH
Issued 09/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/02/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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