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Wilfredo Ortiz

Itau International Securities Inc.

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About Wilfredo Ortiz

Wilfredo Ortiz is a financial professional with over 20 years of experience in the industry. Wilfredo Ortiz is currently registered with Itau International Securities Inc. and holds Series 7, 63, 86 and 87 licenses. Wilfredo Ortiz has experience with firms such as BOFA SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, DEUTSCHE BANK SECURITIES INC., RODMAN & RENSHAW, LLC, BEAR, STEARNS & CO. INC., ATLAS STRATEGIC ADVISORS, LLC and J.P. MORGAN SECURITIES INC. Wilfredo Ortiz specializes in portfolio management for individuals and pooled investment vehicles.

Firm Information

Wilfredo Ortiz is currently registered with Itau International Securities Inc.. Itau International Securities Inc. is a corporation registered with the SEC and in five states. Founded in 2007, the firm provides investment advisory services for individuals, pooled investment vehicles, and businesses. They offer portfolio management services and operate a wrap fee program. Itau International Securities Inc. manages approximately $59,632,307 in regulatory assets under management for 31 clients, including 14 high-net-worth individuals and 13 corporations.

$59.63M

Assets Under Management

Not reported

Total Clients

36

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Wilfredo Ortiz’s Registration & Firm History

FL

10/01/2021 - Present

Itau International Securities Inc. (MIAMI FL)

NY

05/10/2019 - 03/15/2021

BOFA SECURITIES, INC. (NEW YORK NY)

NY

11/20/2018 - 05/10/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

10/08/2009 - 11/12/2018

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

08/18/2008 - 03/24/2009

RODMAN & RENSHAW, LLC (NEW YORK NY)

NY

08/23/2007 - 06/18/2008

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

05/18/2006 - 08/17/2007

ATLAS STRATEGIC ADVISORS, LLC (NEW YORK NY)

NY

05/01/2001 - 08/30/2005

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

02/11/2000 - 05/01/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/10/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 12/16/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 02/09/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wilfredo Ortiz.
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