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Ory David Ratoviz

Union Square Advisors LLC

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About Ory David Ratoviz

Ory David Ratoviz is a registered representative at Union Square Advisors LLC. Ory has passed the Series 79TO and SIE exams and holds a current registration with FINRA. Ory's registration began on 1/1/2024. Ory has been in the industry since 2023.

Firm Information

Ory Ratoviz is currently registered with Union Square Advisors LLC. Union Square Advisors LLC is a Limited Liability Company formed in June 2006 and is registered with the SEC and 21 states.

Not reported

Assets Under Management

Not reported

Total Clients

14

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.

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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Ory Ratoviz’s Registration & Firm History

CA

01/01/2024 - Present

Union Square Advisors LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 12/28/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 09/07/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ory David Ratoviz.
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