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Diana M. Ortiz

Key Investment Services Llc

Financial Planner in Gig Harbor, WA

Address:
5055 Borgen Blvd NW
Gig Harbor, WA 98332
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About Diana M. Ortiz

Diana Ortiz is a financial professional at Key Investment Services Llc located in Gig Harbor, Washington. Diana Ortiz holds an industry securities registration subject to FINRA oversight having passed securities examinations including S6, S63, 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

Diana 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:

Diana Ortiz
5055 Borgen Blvd NW
Gig Harbor, WA 98332

Phone Number: Click to Show
Website:

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