Olivia Ortiz

Senior Project Consultant at Pinebrook Wealth Strategies - Houston, TX, us

Olivia Ortiz's Colleagues at Pinebrook Wealth Strategies
Greg Geegan

Managing Director/Senior Vice President, Investments

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Xavier Li

Financial Advisor

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Nicholas Crpc

Senior Vice President of Wealth Management, IWMG/Financial Advisor, RJFS

Contact Nicholas Crpc

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Olivia Ortiz's Contact Details
HQ
N/A
Location
Saint Petersburg,Florida,United States
Company
Pinebrook Wealth Strategies
Olivia Ortiz's Company Details
Pinebrook Wealth Strategies logo, Pinebrook Wealth Strategies contact details

Pinebrook Wealth Strategies

Houston, TX, us • 5 - 9 Employees
Financial Services

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021).Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Financial Services
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Frequently Asked Questions about Olivia Ortiz
Olivia Ortiz currently works for Raymond James.
Olivia Ortiz's role at Raymond James is Senior Project Consultant.
Olivia Ortiz's email address is ***@raymondjames.com. To view Olivia Ortiz's full email address, please signup to ConnectPlex.
Olivia Ortiz works in the Financial Services industry.
Olivia Ortiz's colleagues at Pinebrook Wealth Strategies are Erica Lecce, Renee Whitehead, James Spelich, Greg Geegan, Rudolf Pein, Xavier Li, Nicholas Crpc and others.
Olivia Ortiz's phone number is N/A
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