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Julia M Ortenzio

Ameriprise Financial Services, LLC

Hingham, MA

Boston, MA

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-30
  • TX RA
    APPROVED
    Since 2023-01-30

Branch Locations

25 Recreation Park Dr Ste 100, Hingham, MA 02043 • United States

Boston, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Boston MA 02/2008 03/2020
Ameriprise Financial Services, Llc Hingham MA 03/2020 Present
Other Businesses

Real Estate Ownership; Single Family; 67 Marine Rd #2, Boston MA 02127, ,; Investment-Related; 07/01/2018.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-16
  • S66 Uniform Combined State Law Examination
    2009-11-16
Other Names
  • Julia Marie Ortenzio

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HINGHAM, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HINGHAM, MA
ONE CHARLES PRIVATE WEALTH · HINGHAM, MA
PATRIOT MULLARE ASSOCIATES, INC · HINGHAM, MA
ALLEGIANCE FINANCIAL SERVICES, INC. · HINGHAM, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Hingham, MA
GLOBAL VIEW CAPITAL MANAGEMENT LLC · HINGHAM, MA
RAYMOND JAMES & ASSOCIATES, INC. · Hingham, MA

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