ALEX ORTIZ is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with UBS FINANCIAL SERVICES INC..
| Firm | From | To | Current |
|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 2024-01-29 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-09-27 | 2024-01-24 | — |