Maria Ortiz Email & Phone Number
Advisor Services Group and Applied Technology @ Lanark Financial
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Maria Ortiz Location
- Florida, United States
Maria Ortiz Work
- Advisor Services Group and Applied Technology @ (July 2015 - Present)
- Director of Operations @ JHS Capital Advisors, LLC (January 2010 - July 2015)
- Relationship Manager @ (October 2008 - January 2010)
- AVP, Retail Services @ (August 2004 - October 2008)
- GunnAllen Home Loans, Principal Mortgage Broker @ (August 2006 - August 2008)
- Manager Transitions @ (August 2000 - August 2004)
- Transition Support Specialist @ Raymond James Financial Services (August 1993 - August 2000)
Maria Ortiz Education
- University of South Florida
Bachelor's degree (Finance, International Business)
1995-2000
Maria Ortiz Skills
- 401(k) Retirement Savings Plans
- 401k
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Bonds
- Equities
- Estate Planning
- FINRA
- Financial Planning
- Fixed Annuities
- Investment Advisory
- Investment Strategies
- Investments
- Life Insurance
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Securities
- Series 24
- Series 63
- Series 65
- Series 7
- Strategic Financial Planning
- Trading
- Uniform Combined State Law
- Wealth Management
- 401K Retirement Savings Plans
- 401 Retirement Savings Plans
Maria Ortiz Summary
- Maria Ortiz, based in Florida, United States, is currently a Advisor Services Group and Applied Technology at Lanark Financial. Maria Ortiz brings experience from previous roles at JHS Capital Advisors, LLC and GunnAllen Financial. Maria Ortiz holds a 1995 - 2000 Bachelor's degree in Finance, International Business @ University of South Florida. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, Alternative Investments, Asset Allocation, Asset Management and more. Maria Ortiz has 2 emails and 2 mobile phone numbers on RocketReach.
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