Andres Ortiz

Current Employers

Employment History

• 08/2013 → 12/2019
  J.W. Cole Financial, Inc.
  Tampa, FL
• 08/2018 → 12/2019
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 12/2013 → 12/2024
  Iq Portfolios
  Orlando, FL
• 09/2013 → 12/2019
  J.W. Cole Financial
  Tampa, FL
• 02/2020 → 12/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 12/2024 → Present
  Iq Portfolios
  Windermere, FL

Previous Registrations

• 2018-08-14 → 2019-12-26
  J. W. Cole Advisors, Inc.
  Winter Garden, FL
  Tampa, FL
  Orlando, FL

Other Businesses

1) IQ Portfolios. Investment Related. 13790 Bridgewater Crossings Blvd, Suite 1080, Windermere, FL 34786. RIA. CCO & Investment Advisor rep. Start 12/2019. 140 hrs/month. 6 hrs/trading hrs. Investment advisor rep. 2) Independent Insurance Agent. Not Investment Related. 13790 Bridgewater Crossings Blvd, Suite 1080, Windermere FL 34786. Insurance. Agent. Start 12/2019. Offers clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. IQP always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of IQP in connection with such individual's activities outside of IQP. 3) Andy Ortiz sells insurance as an independent agent.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-06
• S63 Uniform Securities Agent State Law Examination
  2014-07-26

Other Names

• Andy Ortiz
• Andres Ortiz