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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 in El Paso, TX. Presciliano is a registered representative of Cetera Investment Advisers LLC and has been in the industry since 1984. Presciliano holds Series 6, Series 22, Series 63 and Series 65 licenses and has worked with firms such as Great Nation Investment Corporation, United Equity Securities, LLC, ING Financial Partners, Inc., Woodbury Financial Services, Inc., Fortis Investors, Inc., Aetna Investment Services, Inc., Aetna Life Insurance and Annuity Company and John Hancock Distributors, Inc. in addition to Cetera Investment Advisers LLC. Presciliano specializes in financial planning and investment advice.
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.
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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 4/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/26/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 2/17/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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