Leslie Ortiz-QuirozCRD Number: 7067603
Current Firm: Wealth Enhancement Advisory Services, LLC
Leslie Ortiz-Quiroz (CRD# 7067603) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Rock Hill, SC and has over 3 years of experience in the finance industry. Leslie Ortiz-Quiroz 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Wealth Enhancement Advisory Services||Rock Hill, SC||Dec 2021 - Current||1|
|Wealth Enhancement Group||Rock Hill, SC||Dec 2021 - Current||1|
|Wealth Enhancement Brokerage Services||Rock Hill, SC||Dec 2021 - Current||1|
|Lpl Financial, LLC||Rock Hill, SC||Nov 2021 - Current||1|
|Cetera Advisor Networks||El Segundo, CA||Feb 2019 - Nov 2021||2|
|Carroll Financial Associates||Charlotte, NC||Jan 2019 - Nov 2021||2|
|Winthrop University||Rock Hill, SC||Jan 2018 - Dec 2018||< 1|
|Vertex Capital Advisors||Fort Mill, SC||Nov 2017 - Dec 2018||1|
|Winthrop University||Rock Hill, SC||Aug 2015 - Dec 2018||3|
|Winthrop University||Rock Hill, SC||Sep 2017 - May 2018||< 1|
|Charanda Of Fort Mill||Fort Mill, SC||May 2016 - Nov 2017||1|
|Rock Hill High School||Rock Hill, SC||Aug 2011 - May 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management52,609MILLIONS
Total Number of Accounts104,749ACCOUNTS
Average Account Value$502,236
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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