About
Hello! I’m Olivia Jacob Ortiz, a dedicated Broker with over 15 years of experience in the financial service industry. My passion lies in helping firms, individuals and families navigate their financial journey and achieve their investment goals. My approach focuses on building long-term relationships based on trust and transparency. I believe in educating my clients about their options, empowering them to make informed decisions that align with their financial objectives. Outside of work, I enjoy reading books that can help improve my knowledge, Gardening, Brewing and Baking. Which helps me stay balanced and engaged with the community. I invite you to connect with me to discuss your financial aspirations and how i can help you achieve the goals you want to reach in your financial aspect of life.
Financial & Investment Advisor.
Personal Details
- Birthday: 1 May 1978
- Website: https://oliviajacobortiz.com
- Phone: +17692443318
- City: Texas, USA
- Age: 46
- Direct Email: contact@oliviajacobortiz.com
- FINRA active: Yes (view finra brokercheck (CRD# 4954208):
Facts
With our few years in the financial field, we are pleased to have played a great role in the investment decisions of over 10 thousand happy clients.
Happy Clients
Projects
Hours Of Support
License
Skills
With my 15 years of experience, these are the skills I have acquired overtime.
Resume
Sumary
Olivia Jacob Ortiz
- 5949 SHERRY LANE SUITE 1225 DALLAS, TX 75225
- +17692443318
- contact@oliviajacobortiz.com
Broker Qualifications
State Securities Law Exam
Oct 29, 2020
Series 66 - Uniform Combined State Law Examination
Jul 3, 2002
Series 63 - Uniform Securities Agent State Law Examination
General Industry/Products Exam
Oct 1, 2018
SIE - Securities Industry Essentials Examination
Jun 7, 2002
Series 7 - General Securities Representative Examination
Principal/Supervisory Exam
Feb 12, 2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
Dec 16, 2020
Series 10 - General Securities Sales Supervisor - General Module Examination/em>
Professional Experience
MORGAN STANLEY (CRD# 149777))
2013 - 2024
Manhasset, New York, USA
BARCLAYS CAPITAL INC (CRD# 19714)
2008 - 2013
Colorado Springs, CO 80918, United States
LEHMAN BROTHERS INC. (CRD# 7506)
2002 - 2008
G89C+76 Portland, Oregon, USA
Services
I am an enthusiast in financial involvements, ranging from Cryptocurrency to Forex trading, with a strong focus on risk management.
Cryptocurrency Investment Advice
My team and I provide advice on cryptocurrencies, including which ones to buy, when to buy, and the ideal duration of your investment.
Portfolio Management
Assisting clients in managing their investment portfolios to align with their risk tolerance and objectives.
Retirement Planning
Helping clients plan for retirement through investment strategies and product recommendations.
Forex Advice
Given the volatility of the financial market, our dedicated team of Forex traders will guide you throughout your trading journey.
Compliance and Regulatory Guidance
Ensuring that clients’ investments adhere to regulatory requirements and providing guidance on compliance issues.
Financial Consultancy
We offer comprehensive financial advice, including guidance on real estate and small-scale business startups.
Testimonials
Contact
We reply in less than 24 hours. If you wish to make enquries, kindly create a ticket by sending us a mail or using the contact form below
Location:
55 East 52nd Street New York, NY 10055 United States
Email:
Call:
+17692443318