Patrick Ortman, CFP
Ortman Financial Planning
Certified Financial Planner in Bethesda, MD
https://www.ortmanfinancial.com/patrick
Address:7200 Wisconsin Ave Ste 500
Bethesda, MD 20814
About Patrick Ortman
Patrick Ortman is a financial professional at Ortman Financial Planning located in Bethesda, Maryland. Patrick Ortman holds an industry securities registration subject to FINRA oversight having passed securities examinations . 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
Patrick Ortman provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Patrick Ortman7200 Wisconsin Ave Ste 500
Bethesda, MD 20814
Phone Number:
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Website:
https://www.ortmanfinancial.com/patrick
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