Thad Ortez Email & Phone Number
Financial Advisor @ Raymond James - John Lipaj
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Thad Ortez Location
- Modesto, CA, US
Thad Ortez Work
- 2018 -now Financial Advisor @
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
- Insurance
- Financial Services
- 401k
- Fixed Annuities
- Securities
- Financial Planning
- Customer Service
- Team Building
- Corporate Finance
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.
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