Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rudy? Claim Your ProfileRudy Ortiz is a financial professional currently registered with J.p. Morgan Securities LLC in Carlsbad, California. Rudy has been in the industry since August 2023. Rudy holds the Series 63, Series 6TO, and SIE licenses, and is also registered in California. Rudy is affiliated with J.p. Morgan Securities LLC and is located at the Carlsbad office.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
08/12/2023 - Present
J.p. Morgan Securities LLC (CARLSBAD CA)
BC
Issued 07/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Rudy Ortiz is the right advisor for you? Invested Better is here to help.
