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Jose L. Ortez

Wells Fargo Advisors, Llc

Financial Planner in Wellington, FL

Address:
11900 Forest Hill Blvd
Wellington, FL 33414
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About Jose L. Ortez

Jose Ortez is a financial professional at Wells Fargo Advisors, Llc located in Wellington, Florida. Jose Ortez holds an industry securities registration subject to FINRA oversight having passed securities examinations including S6, 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

Jose Ortez 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:

Jose Ortez
11900 Forest Hill Blvd
Wellington, FL 33414

Phone Number: Click to Show
Website:

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