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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Ortman is a financial advisor with Ortman Financial Planning. Patrick has been in the industry since August of 2014 and is a Certified Financial Planner. Patrick is registered with the state of Florida, Maryland, Texas, Virginia, and the District of Columbia. Patrick provides financial planning, portfolio management for businesses and individuals, and educational seminars. Patrick serves individuals other than high-net-worth individuals, high-net-worth individuals, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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MD
01/12/2017 - Present
Ortman Financial Planning (NORTH BETHESDA MD)
MD
08/11/2014 - 12/31/2015
COMMONWEALTH FINANCIAL NETWORK (Annapolis MD)
MD
05/03/2010 - 08/19/2014
FIRST COMMAND FINANCIAL PLANNING, INC. (ANNAPOLIS MD)
IA
Issued 05/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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