Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Ortiz is a registered investment advisor representative with Cresset Asset Management, LLC. Ryan has been in the industry since 2016 and previously worked at First Republic Securities Company, LLC and J.P. MORGAN SECURITIES LLC. Ryan holds the Series 66, Series 7TO, and SIE licenses. Ryan's areas of expertise include portfolio management for individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles. Ryan is also a specialist in tax services, bookkeeping, financial reporting, and clerical assistance in other financial matters.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
04/19/2024 - Present
Cresset Asset Management, LLC (San Francisco CA)
CA
09/29/2023 - 04/20/2024
J.P. MORGAN SECURITIES LLC (San Francisco CA)
CA
04/26/2021 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (San Francisco CA)
BOTH
Issued 07/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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