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Fernando Lawrence Ortiz

Valeo Financial Advisors, LLC

Carmel, IN

Centennial, CO

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Current Employers
Valeo Financial Advisors, Llc

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-02-10
MI RA APPROVED 2015-07-16
  • CO RA
    APPROVED
    Since 2023-02-10
  • MI RA
    APPROVED
    Since 2015-07-16

Branch Locations

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States

7430 East Caley Avenue Suite 240 E, Centennial, CO 80111 • 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
Valeo Financial Advisors Ann Arbor MI 03/2015 Present
  • 03/2015 → Present
    Valeo Financial Advisors
    Ann Arbor, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-04-21
S63 Uniform Securities Agent State Law Examination 1987-07-01
  • S65 Uniform Investment Adviser Law Examination
    2005-04-21
  • S63 Uniform Securities Agent State Law Examination
    1987-07-01
Designations
Other Names
  • Larry Ortiz

View on SEC IAPD

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VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
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