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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Ortega is a financial advisor at Osaic Wealth, Inc. located in Southfield, Michigan. Raymond has been in the financial services industry since 2006. He has a broad range of experience in various financial products including investment advisory, insurance, and securities. Raymond holds a Series 7, 6, 24, and 66 licenses. He is registered in 19 states, including Arizona, California, Florida, Illinois, Indiana, Iowa, Louisiana, Michigan, Ohio, Tennessee, Texas, and Wisconsin. Raymond provides investment advisory and financial planning services to individuals, businesses, corporations, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and pooled investment vehicles.
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
MI
01/09/2019 - Present
Osaic Wealth, Inc. (SOUTHFIELD MI)
IL
12/06/2013 - 11/02/2018
SIGNATOR INVESTORS, INC. (ROSEMONT IL)
IL
05/14/2010 - 12/18/2013
METLIFE SECURITIES INC. (CHICAGO IL)
IL
05/12/2006 - 05/13/2010
NYLIFE SECURITIES LLC (CHICAGO IL)
BOTH
Issued 05/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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