Leslie
Ortiz-Quiroz
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Leslie Ortiz-Quiroz is a certified financial planner who works out of Rock Hill, South Carolina with 2 years of industry experience. Ortiz-Quiroz is on the advisory team at Wealth Enhancement Advisory Services, LLC. During their career, Ortiz-Quiroz has held roles at Rock Hill High School, Charanda Of Fort Mill, Winthrop University, Vertex Capital Advisors, Carroll Financial Associates, Cetera Advisor Networks, Lpl Financial, LLC, Wealth Enhancement Advisory Services, Wealth Enhancement Group and Wealth Enhancement Brokerage Services. Ortiz-Quiroz holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina and South Carolina. Wealth Enhancement Advisory Services, LLC is a financial advisory company that has its headquarters in Minneapolis, MN. It administers $56 billion in assets under management between its 128,050 client accounts, making it one of the biggest firms in the nation by assets under management. Of its 128,050 client accounts, 27% are held by high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely vary depending on which service is provided. However, fee types charged by Wealth Enhancement Advisory Services, LLC may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Enhancement Advisory Services, LLC Brokerage Details
$56,392,714,492
128,050
$440,396
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Leslie Ortiz-Quiroz Work History
Leslie has been registered as a financial advisor for 2 years.*
Lpl Financial, LLC
Wealth Enhancement Advisory Services
Wealth Enhancement Group
Wealth Enhancement Brokerage Services
Carroll Financial Associates
Cetera Advisor Networks
Winthrop University
Winthrop University
Vertex Capital Advisors
Charanda Of Fort Mill
Winthrop University
Rock Hill High School
*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 Leslie Ortiz-Quiroz 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 Wealth Enhancement Advisory Services, LLC
Itasca, IL
Minneapolis, MN
Houston, TX
Minneapolis, MN
Alpharetta, GA
Minneapolis, MN
Charlotte, NC
Minneapolis, MN
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.
