Marc Ortega (CRD# 7518898) is an Investment Advisor Representative working at Mdo Financial Planning, LLC in Edinburg, TX and has over 3 years of experience in the finance industry.
CRD# 2683325
Stifel, Nicolaus & Company, Incorporated
CRD# 4390781
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3169753
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mdo Financial Planning , LLC | Edinburg, TX | Feb 2022 - Current | 2 |
| Edinburg Cisd | Edinburg, TX | Aug 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$96,771
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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