Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Ortega is a financial advisor with over 27 years of experience in the industry. Marcus is currently registered with Cetera Investment Advisers LLC and holds licenses to provide investment advice and brokerage services in a number of states. Marcus has a broad range of experience and specializes in providing financial planning, investment management, and educational seminars. Marcus also works with Next Financial Group, Inc, CRI Securities, LLC, and Securian Financial Services, Inc.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
AZ
03/21/2024 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
AZ
01/11/2008 - 10/30/2020
NEXT FINANCIAL GROUP, INC. (TEMPE AZ)
AZ
08/31/1994 - 01/16/2008
CRI SECURITIES, LLC (PHOENIX AZ)
AZ
08/31/1994 - 01/16/2008
SECURIAN FINANCIAL SERVICES, INC. (PHOENIX AZ)
IA
Issued 12/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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