Amber OrtizCRD 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 9 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.
Jst Investment Consulting
Fried Asset Management, Inc.
|City National Bank||Montecito, CA||May 2014 - Current||3|
|Unionbanc Investment Services||Santa Barbara, CA||May 2013 - May 2014||1|
|Union Bank||Santa Barbara, CA||Dec 2012 - May 2014||1|
|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|
Total Assets Under Management1,005MILLIONS
Total Number of Accounts1,493ACCOUNTS
Average Account Value$673,452
- A percentage of assets under your management
- 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)
AL, AZ, CA, CO, NJ, NV, NY, TX
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