Monica Ortiz is an investment adviser representative (IAR) with state registration records since 2019, appearing at 2 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 2021-12-24 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2019-05-24 | 2021-12-22 | — |