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Oscar R Vives ortiz

Sensible Money, LLC

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About Oscar R Vives ortiz

Oscar R. Vives Ortiz is an investment advisor representative registered with Sensible Money, LLC based in Scottsdale, AZ. Oscar holds both Series 7 and Series 66 licenses. Oscar has over 9 years of experience in the financial services industry. Oscar is a Certified Financial Planner and a Personal Financial Specialist. Oscar provides financial planning and portfolio management services to individuals, families, and charitable organizations. Oscar has also worked with PNC Private Bank in Tampa, FL. Oscar is a technical reviewer and consultant for various financial planning education materials.

Firm Information

Oscar Vives ortiz is currently registered with Sensible Money, LLC. Sensible Money, LLC is an investment advisor registered with the SEC, headquartered in Scottsdale, Arizona. They offer financial planning and portfolio management services to individuals and families, including high-net-worth individuals. They also provide selection of other advisors services. Sensible Money manages over $515 million in assets for 1,221 clients.
Sensible Money, LLC

4200 N MARSHALL WAY

SCOTTSDALE, AZ 85251

$515.48M

Assets Under Management

66

Total Clients

11

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Oscar Vives ortiz’s Registration & Firm History

FL

09/04/2024 - Present

Sensible Money, LLC (Riverview FL)

FL

02/19/2016 - 11/22/2016

LPL FINANCIAL LLC (LARGO FL)

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Licenses & Designations

BOTH

Issued 03/16/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/22/2016

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Oscar R Vives ortiz.
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