Rick Ortega

Senior Financial Advisor at Raymond James at Pinebrook Wealth Strategies - Houston, TX, us

Rick Ortega's Colleagues at Pinebrook Wealth Strategies
Jim McCurdy

Branch Manager/Financial Advisor

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Ulku Aka

Human Resources Director

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Jeffrey Davies

Senior Vice President, Wealth Management

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Nancy Hudak

Transition Technology Consultant

Contact Nancy Hudak

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Rick Ortega's Contact Details
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Pinebrook Wealth Strategies
Rick Ortega'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 Rick Ortega
Rick Ortega currently works for Raymond James.
Rick Ortega's role at Raymond James is Senior Financial Advisor at Raymond James.
Rick Ortega's email address is ***@raymondjames.com. To view Rick Ortega's full email address, please signup to ConnectPlex.
Rick Ortega works in the Financial Services industry.
Rick Ortega's colleagues at Pinebrook Wealth Strategies are Lori Derrick, Jim McCurdy, Ulku Aka, Jeffrey Davies, Nancy Hudak, Ivonne Delgado, James Spicer and others.
Rick Ortega's phone number is N/A
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