Waldemar Alfredo Marques Ortiz

Current Employers

Global View Capital Management Llc

N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-06-17
TX	RA	APPROVED_RES	2026-06-02

FL RA
APPROVED

Since 2026-06-17
TX RA
APPROVED_RES

Since 2026-06-02

Branch Locations

N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States

1621 E Vine Street Suite A, Kissimmee, FL 34744 • 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

Organization	City	State	From	To
Mass Mutual Financial Group	Orlando	FL	08/2003	04/2018
Mml Investors Services Inc	Orlando	FL	04/2007	04/2018
Global View Capital Advisors, Llc	Waukesha	WI	05/2026	Present
Global View Capital Management, Llc	Waukesha	WI	05/2026	Present
Risk Management Services, Llc	San Juan	PR	08/2023	Present
Mutual Of Omaha Investor Services	Lake Mary	FL	04/2018	08/2023
Mutual Of Omaha Insurance Company	Lake Mary	FL	04/2018	08/2023

08/2003 → 04/2018

Mass Mutual Financial Group

Orlando, FL
04/2007 → 04/2018

Mml Investors Services Inc

Orlando, FL
05/2026 → Present

Global View Capital Advisors, Llc

Waukesha, WI
05/2026 → Present

Global View Capital Management, Llc

Waukesha, WI
08/2023 → Present

Risk Management Services, Llc

San Juan, PR
04/2018 → 08/2023

Mutual Of Omaha Investor Services

Lake Mary, FL
04/2018 → 08/2023

Mutual Of Omaha Insurance Company

Lake Mary, FL

Previous Registrations

2018-06-13 → 2023-09-07

Mutual Of Omaha Investor Services, Inc.

Lake Mary, FL

Tampa, FL

Other Businesses

[1] RISK MANAGEMENT SERVICES, LLC; YES-INVESTMENT RELATED; ADDRESS: AON CENTER 304, AVE, PONCE DE LEON SUITE 1 109, SAN JUAN, PR 00918; NATURE: INSURANCE SERVICES; POSTION: INSURANCE AGENT; STARTED: 08.16.2023; APPROX. 20 HRS/MO DURING TRADING HOURS; APPROX. 20 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL INSURANCE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES AND LONG TERM CARE FOR MULTIPLE PROIVDER COMPANIES AND SERVICE CLIENTS. [2] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 01.20.2026; APPROX. 80 HRS/MONTH DURING TRADING HOURS; APPROX. 80 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE CLIENTS. [3] GLOBAL VIEW CAPITAL ADVISORS, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: MARKETING FIRM FOR INSURANCE AND ADVISORY SERVICES; POSITION: INDEPENDENT CONTRACTOR; AFFILIATION DATE:05.18.2026; APPROX. 80 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX.80 ADVISORY HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVC INSURANCE SERVICES. GVCIS HOURS LISTED SEPARATELY IF APPLICABLE.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-06-12

S65 Uniform Investment Adviser Law Examination

2018-06-12

Other Names

Waldemar A Marquez-Ortiz
Waldemar Marques Ortiz
Waldemar Marques
Waldemar Alfredo Marques

View on SEC IAPD