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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
Company Details
- Founded
- -
- Address
- 425 Broadhollow Rd, Melville,new York 11747,united States
- Industry
- Financial Services
- Keywords
- Financial Advisory.
- HQ
- Melville, New York
Christopher Ortiz - Financial Advisor Questions
Christopher Ortiz - Financial Advisor's website is http://www.christophermortiz.com/
Christopher Ortiz - Financial Advisor's LinkedIn profile is https://www.linkedin.com/company/christopher-ortiz-financial-advisor
Christopher Ortiz - Financial Advisor's industry is
Financial Services
Christopher Ortiz - Financial Advisor's top competitors are
Heller Wealth Management,
Ag Adjustments, A Cadex Company,
Nmb,
Cience,
Lead Advisor,
Engage Partners Inc.,
Noblestone Capital,
Atlantic Group,
Jj Burns & Company,
Spurs Capital, Llc.
Christopher Ortiz - Financial Advisor's categories are Financial Services
Christopher Ortiz - Financial Advisor's founding year is 1997
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