Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilfredo? Claim Your ProfileWilfredo Ortiz is a registered representative with Nylife Securities LLC, located in Palm Beach Gardens, FL. Wilfredo has been in the industry since 2016 and holds the Series 6, Series 63, and SIE licenses. Wilfredo is registered in Florida, New Jersey, and Texas.
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
FL
08/22/2016 - Present
Nylife Securities LLC (PALM BEACH GARDENS FL)
BC
Issued 12/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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