Amber Ortiz, financial advisor Beverly Hills CA
96 score

Amber Ortiz

CRD Number: 5517017
Current Firm: City National Securities, Inc.

Amber Ortiz (CRD# 5517017) is an Investment Advisor Representative working at City National Securities, Inc. in Beverly Hills, CA and has over 8 years of experience in the finance industry. Amber Ortiz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Jeffrey Tilson, financial advisor Beverly Hills CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Score
105
Similar Advisors
David Fried, financial advisor Beverly Hills CA
David R. Fried
CRD# 2753945
Fried Asset Management, Inc.
Score
104
Similar Advisors
Morris Amiri, financial advisor Beverly Hills CA
Morris M. Amiri
CRD# 4266581
Dash Investments
Score
103
Professional Designations
Company Name Location Dates Years
Unionbanc Investment Services Santa Barbara, CA May 2013 - Current 3
Union Bank Santa Barbara, CA Dec 2012 - Current 4
Santa Barbara Bank & Trust Santa Barbara, CA Feb 2012 - Dec 2012 < 1
Primevest Financial Services St. Cloud, MN Mar 2010 - Feb 2012 1
Santa Barbara Bank & Trust Santa Barbara, CA Feb 2010 - Feb 2012 2
Santa Barbara Bank & Trust Santa Barbara, CA Feb 2009 - Feb 2010 1
Bank Of America, N.a. Santa Barbara, CA Apr 2008 - Jan 2009 < 1
Banc Of America Investment Services, Inc. Santa Barbara, CA Apr 2008 - Jan 2009 < 1
Washington Mutual Bank Santa Barbara, CA Apr 2002 - Apr 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Amber K. Ortiz
Phone Number: 310-888-6400
Firm Website: http://www.cnb.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    668
    MILLIONS
  • Total Number of Accounts
    1,036
    ACCOUNTS
  • Average Account Value
    $645,239
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, NV, NY, TX

Ready to hire a financial advisor? Get competitive proposals from Amber Ortiz and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.