Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roland? Claim Your ProfileRoland Ortiz is an investment advisor representative with Athena Wealth Management. Roland has been in the industry for several years and holds the Series 66, Series 7 and SIE licenses. Roland's specializations include Retirement Planning, Estate Planning, and Insurance. Roland's current registration is pending in California. Roland is also a licensed Insurance Agent and has experience working with multiple insurance carriers. Athena Wealth Management specializes in Financial Planning and Portfolio Management for individuals.
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.
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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CA
01/01/2025 - Present
Athena Wealth Management (MURRIETA CA)
CA
07/01/2017 - 08/08/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARLSBAD CA)
BOTH
Issued 08/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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