Reynaldo Ortiz is an investment adviser representative (IAR) with state registration records since 2019, appearing at 4 firms. Currently registered with EAGLE STRATEGIES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| EAGLE STRATEGIES LLC | 2025-10-14 | present | Yes |
| M HOLDINGS SECURITIES, INC. | 2023-08-22 | 2025-06-17 | — |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC | 2021-04-13 | 2023-04-11 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2019-02-13 | 2020-09-17 | — |