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Kathleen Ortiz

Morgan Stanley

Financial Planner in San Francisco, CA

Address:
101 California St, Fl 3
San Francisco, CA 94111
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About Kathleen Ortiz

Kathleen Ortiz is a financial professional at Morgan Stanley located in San Francisco, California. Kathleen Ortiz holds an industry securities registration subject to FINRA oversight having passed securities examinations including S65, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Kathleen Ortiz provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Kathleen Ortiz
101 California St, Fl 3
San Francisco, CA 94111

Phone Number: Click to Show
Website:

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