Maria
Ortiz
Nbc Securities, Inc
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About this Advisor
Maria Ortiz is a financial advisor based in Tampa, Florida, working with Nbc Securities, Inc. Maria has previously held positions at Jhs Capital Advisors, Inc and Nbc Securities. Maria has passed the Series 66 regulatory exam and is registered to provide services in Florida, Oregon, and Washington. Currently, Maria is part of Nbc Securities, Inc, which operates out of Tampa, Florida. The firm has 30 offices and 68 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Nbc Securities, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Nbc Securities, Inc Brokerage Details
$1,695,739,514
68
5,266
$322,017
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Maria Ortiz Work History
Nbc Securities
Jhs Capital Advisors, Inc
Disclosures
Please visit the SEC profile of Maria Ortiz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nbc Securities, Inc
Imperial, MO
Decatur, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Cockeysville, MD
Birmingham, AL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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