Best Investors
Account
Sign in
Best Investors
Account
Sign in
1400 Marsh Landing Pkwy., Suite 112, Jacksonville Beach, FL 32250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-19 |
Branch Locations
1400 Marsh Landing Pkwy., Suite 112, Jacksonville Beach, FL 32250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hightower Advisors, Llc | Ponte Vedra Beach | FL | 01/2017 | 06/2021 |
| Wells Fargo | Jacksonville | FL | 09/2007 | 01/2017 |
| Fortress Wealth Planning | Ponte Vedra Beach | FL | 06/2021 | Present |
From time to time and for interested clients, Eileen Ortega offers trustee and personal representative services. Due to the separate and additional compensation Eileen Ortega will earn in her individual capacity when providing trustee and personal representative services, Eileen Ortega has a financial incentive to recommend her own trustee and personal representative services. This creates a conflict of interest. Eileen Ortega and FWP address this conflict of interest by fully disclosing it, by only agreeing to serve as a client's trustee or personal representative when believed to be in a client's best interest, and by advising clients that they are under no obligation to retain Eileen Ortega for her separate trustee or personal representative services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-22 |
Reach out to this advisor