Valeria Carolina Ortega is an investment adviser representative (IAR) with state registration records since 2013, appearing at 4 firms. Currently registered with MODERN WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MODERN WEALTH MANAGEMENT, LLC | 2026-03-24 | present | Yes |
| LWM ADVISORY SERVICES, LLC | 2022-08-04 | 2026-07-31 | — |
| KOVACK ADVISORS, INC. | 2019-10-16 | 2022-07-29 | — |
| NATIONWIDE INVESTMENT ADVISORS, LLC | 2013-04-30 | 2019-10-15 | — |