Mikel Ortiz
Credit Suisse Securities {USA} Llc
Financial Planner in Woodside, NY
Address:5128 30th Ave, Apt 3A
Woodside, NY 11377
About Mikel Ortiz
Mikel Ortiz is a financial professional at Credit Suisse Securities {USA} Llc located in Woodside, New York. Mikel Ortiz holds an industry securities registration subject to FINRA oversight having passed securities examinations including S63 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
Mikel Ortiz 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:
Mikel Ortiz5128 30th Ave, Apt 3A
Woodside, NY 11377
Phone Number:
Click to Show
Website:
Looking for a financial advisor located near Woodside, New York? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.