Christopher Ortiz, financial advisor Greencastle IN

Christopher Ortiz

CRD Number: 7569090
Current Firm: Pnc Investments

Christopher Ortiz (CRD# 7569090) is an Investment Advisor Representative working at Pnc Investments in Greencastle, IN and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments LLC Greencastle, IN Jan 2024 - Current < 1
Bank Of America, N.a. Irving, TX Aug 2023 - Jan 2024 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Irving, TX Jul 2023 - Jan 2024 < 1
Unemployed/break Indianapolis, IN Aug 2022 - Jul 2023 < 1
Indiana University Purdue University Indianapolis Indianapolis, IN Aug 2019 - May 2023 3
Bank Of America Dallas, TX Jun 2022 - Aug 2022 < 1
Unemployed/break Indianapolis, IN Sep 2020 - Jun 2022 1
Kiewit Construction Losantsville, IN May 2020 - Sep 2020 < 1
Indiana University Indianapolis, IN Oct 2019 - Sep 2020 < 1
Goodpro Painters Indianapolis, IN Apr 2019 - Oct 2019 < 1
Logansport High School Logansport, IN Aug 2015 - Jun 2019 3
Dollar General Logansport, IN Mar 2018 - Apr 2019 1
Bruno's Pizza Logansport, IN May 2017 - Jul 2017 < 1
Unemployed Logansport, IN Jan 2013 - Jul 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2023
Contact Info for Christopher Ortiz
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    23,896
    MILLIONS
  • Total Number of Accounts
    152,189
    ACCOUNTS
  • Average Account Value
    $157,014
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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