Valeria Carolina Ortega

Employer firm

Modern Wealth Management, LLC CRD 324624

$10.9B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 10/2019
  Nationwide Investment Services Corporation
  Columbus, OH
• 10/2019 → 06/2022
  Kovack Securities, Inc.
  Fort Lauderdale, FL
• 10/2019 → 06/2022
  Kovack Advisors, Inc.
  Fort Lauderdale, FL
• 07/2022 → 03/2026
  Lpl Financial Llc
  Plantation, FL
• 07/2022 → Present
  Lwm Advisory Services, Llc
  Plantation, FL
• 03/2026 → Present
  Modern Wealth Management, Llc
  Plantation, FL

Previous Registrations

• 2022-08-04 → 2026-07-31
  Lwm Advisory Services, Llc
  Plantation, FL
• 2019-10-16 → 2022-07-29
  Kovack Advisors, Inc.
  Doral, FL
  Ft. Lauderdale, FL
• 2013-04-30 → 2019-10-15
  Nationwide Investment Advisors, Llc
  Columbus, OH

Other Businesses

1) ALVAMAR GROUP - 10170 SW 125 AVE MIAMI, FL; LISTED AS AN OFFICER; NO DUTIES OR ROLE WITHIN THE COMPANY, LISTED AS OFFICER FOR LEGACY PLANNING PURPOSES ON FAMILY OWNED BUSINESS; NON-INVESTMENT RELATED BUSINESS; 0% OF TIME SPENT 2) HR BENEFITS - 101446 NW 31ST TERRACE DORAL, FL; NO POSITION; NO DUTIES OR ROLE WITHIN THE COMPANY, AFFILIATED WITH HR RETIREMENT CONSULTANTS; 5% OF TIME SPENT 3) DBA: RETIREMENT BENEFITS CONSULTING - 10170 SW 125 AVE; OWNER/PRESIDENT; DBA USED TO RUN EXPENSES THROUGH; NON-INVESTMENT RELATED BUSINESS; 5% OF TIME SPENT 4) RENTAL PROPERTY - MIAMI, FL ; OWNER; COLLECT RENT, PAY MORTGAGE AND INSURANCE; NON-INVESTMENT RELATED; 1% OF TIME SPENT

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-04-29
• S63 Uniform Securities Agent State Law Examination
  2006-05-29

Other Names

• Valeria Marenco
• Valeria Carolina Marenco
• Valeria Ortega
• Valerie Carolina Ortega