Josue Ortiz (CRD# 6167385) is an Investment Advisor Representative working at Nationwide Securities, LLC in Columbus, OH and has over 10 years of experience in the finance industry. Josue 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.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nationwide Securities, LLC | Columbus, OH | Mar 2021 - Current | 3 |
| Nationwide Investment Services Corp | Columbus, OH | Sep 2019 - Apr 2021 | 1 |
| Cabot Lodge Securities LLC | New York, NY | Mar 2019 - Jul 2019 | < 1 |
| Usaa Financial Advisors, Inc. | San Antonio, TX | Dec 2018 - Mar 2019 | < 1 |
| Millenium Group | San Antonio, TX | Dec 2018 - Mar 2019 | < 1 |
| Unemployed | Little Elm, TX | Apr 2018 - Nov 2018 | < 1 |
| Stratera Holdings LLC | Dallas, TX | Feb 2016 - Apr 2018 | 2 |
| Realty Capital Securities, LLC | Boston, MA | Jul 2014 - Dec 2015 | 1 |
| Nylife Securities LLC | Waltham, MA | Feb 2013 - Jul 2014 | 1 |
| New York Life Ins Co | Waltham, MA | Feb 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
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- DC
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- ID
- IL
- IN
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- KS
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- LA
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- MA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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