Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wolfgang? Claim Your ProfileWolfgang Ortloff is a registered representative with Finalis Securities LLC. Wolfgang has been in the securities industry since 2011. Wolfgang holds the Series 66, Series 7, and SIE exams. Wolfgang is registered in Oregon and Washington. Previously, Wolfgang was employed by GROWTH CAPITAL SERVICES, INC. in Dundee, Oregon.
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.
1
2
NY
10/26/2023 - Present
Finalis Securities LLC (New York NY)
OR
06/27/2011 - 01/31/2022
GROWTH CAPITAL SERVICES, INC. (Dundee OR)
BOTH
Issued 07/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Wolfgang Ortloff is the right advisor for you? Invested Better is here to help.
