SARA B ORTIZ is an investment adviser representative (IAR) with state registration records since 2002, appearing at 3 firms. Currently registered with AMERIPRISE FINANCIAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | 2016-01-26 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2011-09-29 | 2016-01-06 | — |
| INVESTMENT PROFESSIONALS, INC. | 2009-07-30 | 2010-12-20 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2006-01-19 | 2009-07-31 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2002-08-05 | 2004-08-11 | — |