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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Ortigao is a financial advisor with Avantax Advisory Services in Dallas, Texas. Miguel has over 10 years of experience in the financial services industry. Previously, Miguel was a financial advisor at Fidelity Brokerage Services LLC and Capital Investment Advisors, LLC. Miguel is a Certified Financial Planner™ professional. Miguel specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
07/24/2019 - Present
Avantax Advisory Services (DALLAS TX)
GA
04/08/2011 - 09/12/2016
FIDELITY BROKERAGE SERVICES LLC (ATLANTA GA)
IA
Issued 11/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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