Reynaldo
Ortiz
M Holdings Securities, Inc
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About this Advisor
Reynaldo Ortiz is a financial advisor based in Valley Stream, New York, working with M Holdings Securities, Inc. Reynaldo has previously held positions at Bny Mellon, Bank Of America Merrill, William Lee Richardson, Matthew C Leopold, William Richardson, Matthew Leopold, Northwestern Mutual Investment Services LLC, Jp Morgan Chase, Northwestern Mutual Wealth Management Company, Spencer A Cohen, and M Holdings Securities, Inc. Reynaldo has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York and Oregon. Currently, Reynaldo is part of M Holdings Securities, Inc, which operates out of Valley Stream, New York. The firm has 105 offices and 706 employees. The firm manages assets totaling $4.5 billion and serves high-net-worth clients. 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, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at M Holdings Securities, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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M Holdings Securities, Inc Brokerage Details
$4,513,584,910
706
9,871
$457,257
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Reynaldo Ortiz Work History
M Holdings Securities, Inc
Spencer A Cohen
William Lee Richardson
Matthew C Leopold
William Richardson
Matthew Leopold
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Bank Of America Merrill
Jp Morgan Chase
Bny Mellon
Disclosures
Please visit the SEC profile of Reynaldo Ortiz 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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