Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Ortiz is a securities professional with experience in the financial services industry. Timothy is registered with Fidelity Brokerage Services LLC and holds FINRA Series 7TO, Series 63, and SIE licenses. Timothy Ortiz has been in the industry since 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.
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.
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2
NM
03/13/2023 - Present
Fidelity Brokerage Services LLC (ALBUQUERQUE NM)
BC
Issued 12/08/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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