Thad Ortez Email & Phone Number

Financial Advisor @ Raymond James - John Lipaj

5 free lookup(s).

Thad Ortez Location

Modesto, CA, US

Thad Ortez Education

CSU Stanislaus
Bachelor of Science (B.S.) (Business Administration, Finance)
1995 - 2000

Thad Ortez Skills

Retirement Planning
Wealth Management
Mutual Funds

Strategic Financial Planning
Portfolio Management
Investments
Investment Advisory
Asset Allocation
Estate Planning
Financial Advisory

see less

Thad Ortez Summary

Thad Ortez, based in Modesto, CA, US, is currently a Financial Advisor at Raymond James Financial Services. Thad Ortez holds a 1995 - 2000 Bachelor of Science (B.S.) in Business Administration, Finance @ CSU Stanislaus. With a robust skill set that includes Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial Planning, Portfolio Management and more. Thad Ortez has 1 emails and 1 mobile phone numbers on RocketReach.

Thad Ortez Emails

Found 1 emails

@raymondjames.com

Thad Ortez Phone Numbers

Found 2 phone numbers

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Others Named Thad Ortez

Thad Ortez

Financial Advisor at Raymond James Financial Services

Modesto, CA, US
1
- raymondjames.com
2
- +1 209-863-XXXX
- +1 209-988-XXXX

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Thad Ortez

Financial Advisor at Raymond James - John Lipaj

Modesto, CA, US
1
- raymondjames.com
2
- +1 209-863-XXXX
- +1 209-988-XXXX

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