Carlos
Cortez

Cortez Wealth Advisors LLC

CRD#5378014
Investment Advisor
in Oldsmar, FL

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About this Advisor

Carlos Cortez is a financial advisor based in Oldsmar, Florida, working with Cortez Wealth Advisors LLC. Carlos has previously held positions at Resource Horizons Group, L.L.C, Resource Horizons Investment Advisory, Tcm Securities, Retirement Wealth Advisors, Inc, Cortez Wealth Management, Cortez Wealth Advisors LLC, World Equity Group, and Taylor Capital Management, Inc. Carlos has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona, Florida, Louisiana, and Texas. Currently, Carlos is part of Cortez Wealth Advisors LLC, which operates out of Oldsmar, Florida.

Certifications and Registrations

Series 63, Series 66

Office Location

3935 Tampa Rd Ste. 3
Oldsmar, FL 34677

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Carlos Cortez Work History

2018 - Present (7 years)

Cortez Wealth Advisors LLC

2012 - Present (13 years)

Cortez Wealth Management

2019 - 2020 (1 year)

World Equity Group

2014 - 2019 (5 years)

Tcm Securities

2014 - 2018 (4 years)

Retirement Wealth Advisors, Inc

2014 - 2019 (5 years)

Taylor Capital Management, Inc

2013 - 2014 (1 year)

Resource Horizons Group, L.L.C

2013 - 2014 (1 year)

Resource Horizons Investment Advisory

Disclosures

Please visit the SEC profile of Carlos Cortez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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