Josue
Ortiz
Nationwide Securities, LLC
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About this Advisor
Josue Ortiz is a certified financial planner operating in Columbus, Ohio, with a total of 2 years of industry experience. Ortiz is currently employed by Nationwide Securities, LLC. The advisor has gained experience at Nylife Securities LLC, New York Life Ins Co, B Good, Realty Capital Securities, LLC, Usaa Financial Advisors, Inc, Millenium Group, Cabot Lodge Securities LLC, Nationwide Investment Services Corp, Nationwide Securities, LLC and Stratera Holdings LLC. Ortiz has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to serve investors in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Nationwide Securities, LLC is an advisory company operating out of Columbus, OH. It has offices in three locations and a total of 24 employees. The company performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically are based on which services are offered. Fees charged by Nationwide Securities, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nationwide Securities, LLC Brokerage Details
24
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Josue Ortiz Work History
Josue has been registered as a financial advisor for 2 years.*
Nationwide Securities, LLC
Cabot Lodge Securities LLC
Nationwide Investment Services Corp
Usaa Financial Advisors, Inc
Millenium Group
Stratera Holdings LLC
Realty Capital Securities, LLC
Nylife Securities LLC
New York Life Ins Co
B Good
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Josue 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 Nationwide Securities, LLC
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Louisville, KY
Columbus, OH
Columbus, OH
The content in this profile was updated by SmartAsset on 4/16/2023. 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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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.
