Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcos? Claim Your ProfileMarcos Ortiz is a registered Investment Advisor Representative with WE Family Offices in Coral Gables, FL. Marcos has been working in the financial industry since 2018, holding prior positions in New York, NY and Miami, FL with WE Family Offices. Marcos graduated from Indiana University in 2015. Marcos Ortiz holds a Series 65 license and is registered as an Investment Advisor Representative in Florida. Marcos focuses on providing financial planning and portfolio management services to high-net-worth individuals. WE Family Offices is a Registered Investment Advisor based in Coral Gables, FL. The firm primarily provides financial planning and portfolio management services to high-net-worth individuals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
01/01/2025 - Present
WE Family Offices (CORAL GABLES FL)
IA
Issued 07/19/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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