Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Ortiz is a financial advisor with Ameriprise Financial Services, LLC. Sara has been in the financial services industry since 2002. Sara has experience working with individuals, trusts/estates, insurance companies, charitable organizations, and pension and profit-sharing plans. Sara is registered with the state of Texas and Oregon to provide investment advisory services and with FINRA to provide securities services. Sara's firm, Ameriprise Financial Services, LLC, manages assets for a broad range of clients, including high-net-worth individuals. The firm provides a variety of financial planning services, including asset allocation, pension consulting, educational seminars, and portfolio management.
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.
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TX
01/26/2016 - Present
Ameriprise Financial Services, LLC (SAN ANTONIO TX)
TX
09/29/2011 - 01/06/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
01/12/2011 - 04/21/2011
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
07/30/2009 - 12/20/2010
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
TX
01/25/2006 - 07/31/2009
AMERIPRISE FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
MN
07/19/2002 - 08/11/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/19/2002 - 08/11/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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