Christopher Ortiz - Financial Advisor
Financial Services
Melville, New York, United States
6 employees
- Employees
- 6
Christopher Ortiz - Financial Advisor Overview
- Headquarters
- Melville, New York, United States
- Website
- www.christophermortiz.com
- Industry
- Financial Services
- Employees
- 6
- Founded
- 1997
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Christopher Ortiz - Financial Advisor
WHAT WE DO: We help investors achieve their goals by developing a customized financial program. Whom WE WORK WITH: WE partner with all types of investors including professional athletes, movie and television personalities, agents, lawyers and accountants. WHY IT WORKS: When you partner with National Asset Management we are committed to maintaining the highest standards of integrity and professionalism in our relationship. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. WHAT MAKES ME DIFFERENT: I realized early on that the financial world is unnecessarily complex and it should not be that way. I have the unique ability to translate complex investment advice into a language anyone can understand so that clients can make smart money decisions As a former college and professional athlete, I understand the concept of teamwork. With over 19 years of experience and my team approach we can provide a personalized program that will act as a road map toward a more secure financial future I hold series7, series 63, series 24, series 4, and series 65 licenses. I am also registered with the NFLPA Financial Advisor program HOW IT WORKS: First we would meet via phone to discuss your needs. I would provide a free evaluation and discuss the services I can provide READY TO TALK: You can reach out to me directly here on LinkedIn, email me at cortiz@nationalsecurities.com , you can visit my website www.christophermortiz.com or call me direct at 631-881-0710 Securities offered through National Securities Corporation, member FINRA/SIPC Advisory services offered through National Asset Management, an SEC registered investment advisor
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