Matthew
Ortiz

American Funds Distributors, Inc

CRD#7263373
Investment Advisor
in San Antonio, TX

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About this Advisor

Matthew Ortiz is a financial advisor based in San Antonio, Texas, working with American Funds Distributors, Inc. Matthew has previously held positions at Texas State University, Sunglass Shoppe, Capital Group Companies, Reebok, Heb, Capital Group Companies - American Funds Distributors, Inc, and Capital Group - American Funds Distributors, Inc. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Matthew is part of American Funds Distributors, Inc, which operates out of San Antonio, Texas. The firm has 8 offices and 825 employees. The services offered by the firm include other services. The fee structure at American Funds Distributors, Inc includes other fees.

Certifications and Registrations

Series 66

Services Offered

Other

Fee Structure

Others

Office Location

3500 Wiseman Blvd
San Antonio, TX 78251-4321

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American Funds Distributors, Inc Brokerage Details

Total Number of Employees

825

TX Average: 43

Investment Advisory Services

  • Other

Matthew Ortiz Work History

2023 - Present (2 years)

Capital Group - American Funds Distributors, Inc

2022 - 2023 (1 year)

Capital Group Companies - American Funds Distributors, Inc

2021 - 2021 (< 1 year)

Heb

2021 - 2022 (1 year)

Capital Group Companies - American Funds Distributors, Inc

2020 - 2020 (< 1 year)

Capital Group Companies

2017 - 2020 (3 years)

Reebok

2016 - 2020 (4 years)

Texas State University

2013 - 2015 (2 years)

Sunglass Shoppe

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Matthew 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 American Funds Distributors, Inc

Nicholas Garrett
San Antonio, TX
Sam Gumma
Los Angeles, CA
Keith Ashley
Los Angeles, CA
Margaret Steinbach
Greenwich, CT
Max Mcquiston
Los Angeles, CA
Jameson Greenstone
Los Angeles, CA
Kyle Weathers
Carmel, IN
Matthew Bloemer
Los Angeles, CA

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