Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tammi? Claim Your ProfileTammi Jo Ortega is a financial advisor who has been in the industry since 2015. Tammi is a Certified Financial Planner™ professional. Tammi is registered with LPL Financial LLC and is licensed to conduct business in 12 states. Tammi Jo Ortega has been associated with several firms, including Royal Alliance Associates, Inc. and Etesian Wealth Advisors, Inc., before joining LPL Financial in 2023.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
06/01/2023 - Present
LPL Financial LLC (LAKE OSWEGO OR)
OR
04/13/2016 - 06/05/2023
ROYAL ALLIANCE ASSOCIATES, INC. (Lake Oswego OR)
BC
Issued 03/16/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/26/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Tammi Ortega is the right advisor for you? Invested Better is here to help.
