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Luis Gregory Ordonez

Investment Distributors, Inc.

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About Luis Gregory Ordonez

Luis Gregory Ordonez is a financial professional with over 20 years of experience in the industry. Luis is currently registered with Investment Distributors, Inc. and is licensed in 51 states. Luis holds a variety of licenses and certifications including the Series 7, Series 63, Series 24, and SIE. Luis has worked with several prominent firms in the past including Concourse Financial Group Securities, Inc., GWFS Equities, Inc., MMC Securities Corp., and Interlink Securities Corp.

Firm Information

Luis Ordonez is currently registered with Investment Distributors, Inc.. Investment Distributors, Inc. is a corporation that was formed on August 30, 1993. It is registered with the SEC and in all 50 states, as well as the District of Columbia. The firm has reported one regulatory event.

Not reported

Assets Under Management

Not reported

Total Clients

166

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Luis Ordonez’s Registration & Firm History

AL

01/03/2022 - Present

Investment Distributors, Inc. (Birmingham AL)

AL

06/04/2019 - 01/03/2022

CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)

CO

02/23/2015 - 06/03/2019

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

NJ

12/30/2000 - 04/15/2014

MMC SECURITIES CORP. (PRINCETON NJ)

NJ

07/13/2009 - 11/22/2010

INTERLINK SECURITIES CORP. (PRINCETON NJ)

CA

02/28/2008 - 11/03/2008

INTERLINK SECURITIES CORP. (WOODLAND HILLS CA)

NY

01/23/1998 - 12/30/2000

MARSH & MCLENNAN SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/04/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/07/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Luis Gregory Ordonez.
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