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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Presciliano? Claim Your ProfilePresciliano Ortega is a financial advisor with Cetera Investment Advisers LLC, specializing in financial planning, pension consulting, and educational seminars. Presciliano Ortega has been in the industry since 1984 and has a vast experience serving individual clients, corporations, and businesses. He holds multiple licenses and certifications including Series 6, 63, and 65, as well as the SIE exam. Presciliano Ortega has served clients in Arizona, California, Colorado, Florida, Nevada, New Mexico, and Texas.
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.
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.
1
2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (El Paso TX)
TX
08/10/2010 - 09/05/2017
GREAT NATION INVESTMENT CORPORATION (EL PASO TX)
TX
11/07/2008 - 08/09/2010
UNITED EQUITY SECURITIES, LLC (HUSTON TX)
TX
10/15/2004 - 08/11/2008
ING FINANCIAL PARTNERS, INC. (EL PASO TX)
MN
04/14/1999 - 09/20/2004
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NA
03/04/1999 - 03/26/1999
FORTIS INVESTORS, INC.
CT
10/15/1993 - 03/01/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
01/26/1988 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
02/23/1984 - 12/21/1987
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 04/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/17/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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