Saly OrtizCRD Number: 6921941
Current Firm: Ameriprise Financial Services, LLC
Saly Ortiz (CRD# 6921941) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Chicago, IL and has over 3 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Highpoint Planning Partners
Amplify Investments LLC
|Ameriprise Financial Services Inc.||Chicago, IL||Mar 2018 - Current||4|
|Banco Popular De Puerto Rico||Santa Isabel, PR||Jun 2016 - Feb 2018||1|
|Mcdonald's||Ponce, PR||Oct 2013 - May 2016||2|
|Inter American University Of Puerto Rico-ponce Campus||Ponce, PR||Aug 2012 - May 2014||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management458,068MILLIONS
Total Number of Accounts1,860,870ACCOUNTS
Average Account Value$246,158
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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