Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Saly? Claim Your ProfileSaly Yaritza Ortiz is an investment advisor representative with Ameriprise Financial Services, LLC. Saly has been in the securities industry since October 1, 2018. Saly holds the Series 66, SIE, and Series 7 licenses and is registered in 36 states. Saly provides a range of advisory services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Ameriprise Financial Services, LLC is a large firm based in Minneapolis, Minnesota with offices in Chicago, IL. Saly specializes in providing financial advice to individuals, corporations, other businesses, trusts, estates, insurance companies, charitable organizations, and pension and profit-sharing plans. Ameriprise Financial Services, LLC manages approximately $479.8 billion in assets.
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.
Asset allocation services
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.
1
2
IL
03/17/2020 - Present
Ameriprise Financial Services, LLC (CHICAGO IL)
BOTH
Issued 08/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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