ISABEL IVETTE ORTIZ is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with SYNERGY INVESTMENT MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SYNERGY INVESTMENT MANAGEMENT LLC | 2024-09-04 | present | Yes |
| MERIT FINANCIAL GROUP, LLC | 2022-01-21 | 2024-08-30 | — |