Leslie
Ortiz-Quiroz
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Leslie Ortiz-Quiroz is a financial advisor based in Rock Hill, South Carolina, working with Wealth Enhancement Advisory Services, LLC. Leslie has previously held positions 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. Leslie has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and South Carolina. Currently, Leslie is part of Wealth Enhancement Advisory Services, LLC, which operates out of Rock Hill, South Carolina. The firm has 105 offices and manages assets totaling $72.0 billion. The firm 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, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Wealth Enhancement Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealth Enhancement Advisory Services, LLC Brokerage Details
$72,024,609,099
154,394
$466,499
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
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
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.
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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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