FELIX ORTIZ

FELIX ORTIZ is an investment adviser representative (IAR) with state registration records since 2021, appearing at 4 firms. Currently registered with CITIGROUP GLOBAL MARKETS INC..

Registration history (5)

FirmFromToCurrent
CITIGROUP GLOBAL MARKETS INC.2025-01-10presentYes
WELLS FARGO CLEARING SERVICES, LLC2024-05-142024-10-31
LPL FINANCIAL LLC2023-05-102024-05-09
FIDELITY PERSONAL AND WORKPLACE ADVISORS2022-01-142022-06-29
WELLS FARGO CLEARING SERVICES, LLC2021-04-272021-12-16

More