Carolina Ortiz, financial advisor San Diego CA
93 score

Carolina Ortiz

CRD Number: 4571486
Current Firm: Usaa Financial Planning Services

Carolina Ortiz (CRD# 4571486) is an Investment Advisor Representative working at Usaa Financial Planning Services in San Diego, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Reboot/nvtsi San Diego, CA Aug 2015 - Current 1
Usaa Financial Advisors, Inc. San Diego, CA Jun 2013 - Current 3
Usaa Financial Planning Services San Diego, CA Jun 2013 - Current 3
Mission Federal Credit Union San Diego, CA Feb 2012 - Jun 2013 1
Cuso Financial Services, LP San Diego, CA Feb 2012 - Jun 2013 1
Union Bank Of California San Diego, CA Nov 2002 - Feb 2012 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S66 NASAA Uniform Combined State Law Examination Feb 2005
Contact Info for Carolina Ortiz
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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