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Valeria Suaza Salamanca

Ortman Financial Planning

North Bethesda, MD

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Current Employers
Ortman Financial Planning

909 Rose Ave Floor 4, North Bethesda, MD 20852 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-09-09
  • MD RA
    APPROVED
    Since 2025-09-09

Branch Locations

909 Rose Ave Floor 4, North Bethesda, MD 20852 • 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
Lifeguide Financial Advisors Mechanicsburg PA 09/2024 05/2025
Messiah University Office Of Development Mechanicsburg PA 01/2023 05/2024
Wolford Companies, Inc Chester MD 05/2023 09/2024
Messiah University Mechanicsburg PA 08/2022 05/2025
Student Frederick MD 07/2015 Present
Ortman Financial Planning North Bethesda MD 06/2025 Present
  • 09/2024 → 05/2025
    Lifeguide Financial Advisors
    Mechanicsburg, PA
  • 01/2023 → 05/2024
    Messiah University Office Of Development
    Mechanicsburg, PA
  • 05/2023 → 09/2024
    Wolford Companies, Inc
    Chester, MD
  • 08/2022 → 05/2025
    Messiah University
    Mechanicsburg, PA
  • 07/2015 → Present
    Student
    Frederick, MD
  • 06/2025 → Present
    Ortman Financial Planning
    North Bethesda, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-09
  • S65 Uniform Investment Adviser Law Examination
    2025-09-09
Other Names
  • Valeria Suaza

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NORTH BETHESDA, MD
GLASSMAN WEALTH SERVICES, LLC · NORTH BETHESDA, MD
CETERA INVESTMENT ADVISERS LLC · North Bethesda, MD
GLASSMAN WEALTH SERVICES, LLC · BETHESDA, MD
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · North Bethesda, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
AMERIPRISE FINANCIAL SERVICES, LLC · ROCKVILLE, MD
EDWARD JONES · Rockville, MD

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