Presciliano Ortega

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 02/1986 → Present
  Presi Ortega & Associates
  El Paso, TX
• 09/1987 → Present
  Presci Ortega & Associates
  El Paso, TX
• 08/2010 → 08/2017
  Great Nation Investment Corporation
  Amarillo, TX
• 08/2017 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: RETIREMENT ADVISORS OF THE SOUTHWEST INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2012 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: DBA NAME FOR SECURITIES BUSINESS 3. NAME OF OTHER BUSINESS: PRESI ORTEGA & ASSOCIATES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PROPERTY & CASUALTY / FIXED ANNUITIES START DATE: 07/1990 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: OWNER 4. NAME OF OTHER BUSINESS: SAN VICENTE FAMILY HEALTH CENTER INVESTMENT RELATED: NO ADDRESS: 8061 ALAMEDA AVE, EL PASO, TX 79915 NATURE OF BUSINESS: HEALTHCARE FOR THE POOR START DATE: 09/2014 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 4 / MONTH APX NUMBER OF HOURS DURING TRADING HOURS: 4 / MONTH BRIEF DESCRIPTION OF DUTIES: OVERSEE HEALTH CENTER 5. NAME OF OTHER BUSINESS: YUCCA COUNCIL BOY SCOUT BOARD OF DIRECTORS ; INVESTMENT RELATED: NO; ADDRESS: 7601 LOCKHEED EL PASO, TX 79925; NATURE OF BUSINESS: NON PROFIT; START DATE: 09/2023; POSITION/TITLE/RELATIONSHIP: BOARD OF DIRECTORS; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: OVERSEE SCOUTING ACTIVITIES IN EL PASO TEXAS AREA; 6. NAME OF OTHER BUSINESS: CATHEDRAL HIGH SCHOOL ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: 1309 N STANTON EL PASO, TX 79901;; NATURE OF BUSINESS: BOARD START DATE: 02/2024; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: FUNDRAISING ACTIVITIES TO RAISE FUNDS FOR SCHOLARSHIPS TO THOSE IN NEED ;

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-24
• S63 Uniform Securities Agent State Law Examination
  1984-02-16

Other Names

• Presi Ortega
• Presciliano Jr Ortega