Maria Ortiz

Advisor Services Group at NBC Securities, Inc.

Role: Advisor Services Group Applied Technology at Nbc Securities, Inc
Location: Tampa, FL, US
LinkedIn followers: 500 followers

Information TechnologyView LinkedIn profile

About Maria Ortiz

Experienced in brokerage/registered advisory operations with a demonstrated history of…

Experience

Advisor Services Group Applied Technology
Nbc Securities, Inc
Jul 2015 — Present · Tampa/St. Petersburg, FL, US

Education

University of South Florida - College of Business Administration
Bachelor's degree
1995 — 2000

Skills

Mutual Funds
Asset Allocation
Portfolio Management
Uniform Combined State Law
Financial Planning
Trading
Asset Management
Retirement Planning
Finra
Retirement
Bonds
Strategic Financial Planning
Wealth Management
Equities
401(K) Retirement Savings Plans
Life Insurance
401k
Series 65
Fixed Annuities
Securities
Estate Planning
Investment Advisory
Investment Strategies
Alternative Investments
Series 7
Series 63
Series 24
Asset Managment
Investments

Contact information

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Work email
•••••@nbcsecurities.com
Personal email
•••••@•••••.com
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Current company

Nbc Securities, Inc

Financial Services · 91 employees · Founded 1995 · Birmingham, Alabama, United States

NBC Securities is a full-service broker-dealer and registered investment advisor catering to individuals and companies across the United States. They provide private wealth services and asset management strategies from financial consultants who average over 25 years of industry experience, in addition to technology-driven custodial solutions that streamline and optimize operations for advisors nationwide. Independent and employee-owned, NBC Securities is committed to building lasting relationships and legacies. The firm achieves this through the combined power of our network of advisors, sophisticated suite of business services, and in-house portfolio products and research that spans equities, fixed income, mutual funds, SMA’s, annuities, and life insurance. NBC Securities also specializes in providing financial services to independent brokers, independent investment advisors and financial service programs for community banks. With private ownership, NBC Securities advisors enjoy a boutique experience while also leveraging the financial strength and security of RBC Clearing and Custody, a division of RBC Capital Markets, LLC and one of the largest clearing and custody firms in the nation, enabling the firm to provide the highest level of service to its clients. NBC Securities manages or advises approximately $5 billion in assets with an operating footprint that spans the US with corporate headquarters is located in Birmingham, Alabama and offices in Alabama, Florida, Iowa, Maryland, Minnesota, Missouri, New Jersey, New York, Ohio, Tennessee, and Texas.

nbcsecurities.com

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About Maria Ortiz

Experience

Advisor Services Group Applied Technology

Education

University of South Florida - College of Business Administration

Skills

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