Angelica Ortiz
Administrative Compliance Support Specialist at Axio Wealth Management - Orem, UT, us
Angelica Ortiz's Colleagues at Axio Wealth Management
Angelica Ortiz's Contact Details
N/A
Columbia,South Carolina,United States
Axio Wealth Management
Angelica Ortiz's Company Details
We work with successful business owners and executives to go beyond typical investment planning. We provide the collective perspective of a team, rather than just one individual's advice, in helping achieve your goals. Your team will be led by experienced wealth managers who will coordinate with other professionals in evaluating all aspects of your finances--including tax professionals, disability and life insurance specialists, estate attorneys, risk management specialist, etc... Because we were founded to help successful families achieve all that is important to them, we strive to work with professionals who also have expertise in their related fields.Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPCwww.finra.org and www.sipc.orgAdvisory services offered through J.W. Cole Advisors, Inc. (JWCA) J.W. Cole Financial, Inc. and Axio Wealth Management, LLC are unaffiliated entities.Advisors must be properly registered in the state where you live in order to conductsecurities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. All information is based on material believed to be true but not guaranteed and is subject to change. Additionally, the Advisor does not verify the content of and is not responsible for the opinions of any other users' posts on their social media site, all opinions are those of the Advisor and do not necessarily reflect those of JWC/JWCA. https://bit.ly/2q0UjF6For a copy of JWC's Form CRS please visit https://bit.ly/3dtpZcM.