Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Sue Ortiz is a financial professional based in Austin, Texas, and has been in the industry since March 1, 2020. Martha Sue Ortiz is currently registered with Allstate Financial Services, LLC in Texas. Martha Sue Ortiz holds the Series 63, Series 6TO, and SIE licenses.
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.
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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TX
03/02/2020 - Present
Allstate Financial Services, LLC (Austin TX)
BC
Issued 04/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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