Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Ortiz is a financial advisor with over 15 years of experience in the industry. Maria is currently registered with J.P. Morgan Securities LLC in Longview, Texas. She is a Series 6, 63 and SIE licensed representative. Prior to working at J.P. Morgan Securities LLC, Maria was a financial advisor at Chase Investment Services Corp. and WAMU Investments, Inc. Maria specializes in working with high-net-worth individuals, corporations, charitable organizations, insurance companies, and labor unions.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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TX
09/26/2016 - Present
J.p. Morgan Securities LLC (LONGVIEW TX)
TX
10/01/2012 - 08/09/2016
J.P. MORGAN SECURITIES LLC (LONGVIEW TX)
TX
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LONGVIEW TX)
CA
04/28/2004 - 05/02/2009
WAMU INVESTMENTS, INC. (LOS ANGELES CA)
BC
Issued 05/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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