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Michele Frencine Ortiz

Charles Schwab & CO., Inc.

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About Michele Frencine Ortiz

Michele Frencine Ortiz is a financial professional with over 16 years of experience in the financial industry. Michele is currently registered with Charles Schwab & Co., Inc. and has previously worked at AXOS CLEARING LLC, E*TRADE SECURITIES LLC, TCADVISORS NETWORK INC., A I M DISTRIBUTORS, INC. and INVESCO DISTRIBUTORS, INC. Michele holds the Series 6 and Securities Industry Essentials (SIE) licenses.

Firm Information

Michele Ortiz is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Michele Ortiz’s Registration & Firm History

NE

04/20/2023 - Present

Charles Schwab & CO., Inc. (Omaha NE)

CO

08/13/2021 - 11/15/2021

AXOS CLEARING LLC (CENTENNIAL CO)

CO

02/18/2020 - 12/31/2020

E*TRADE SECURITIES LLC (Centennial CO)

CO

11/15/2006 - 04/09/2018

TCADVISORS NETWORK INC. (CENTENNIAL CO)

TX

09/01/2003 - 10/26/2006

A I M DISTRIBUTORS, INC. (HOUSTON TX)

TX

04/28/2003 - 09/01/2003

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 04/09/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michele Frencine Ortiz.
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