Carlos Ortega is an investment adviser representative (IAR) with state registration records since 2020, appearing at 2 firms. Currently registered with TOWNELEY CAPITAL MANAGEMENT, INC..
| Firm | From | To | Current |
|---|---|---|---|
| TOWNELEY CAPITAL MANAGEMENT, INC. | 2023-07-17 | present | Yes |
| SECURIAN FINANCIAL SERVICES, INC. | 2020-07-16 | 2023-07-11 | — |