Cristina Ortiz (CRD# 6477679) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mauldin, SC and has over 8 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cristina Ortiz Insurance Agency | Williamston, SC | Jun 2022 - Current | 1 |
| State Farm Vp Management Corp | Williamston, SC | Jun 2022 - Current | 1 |
| State Farm Investment Management Corp. | Mauldin, SC | Jul 2021 - Current | 2 |
| State Farm Vp Management Corp. | Maudlin, SC | Oct 2018 - Current | 5 |
| Cristina Ortiz Insurance Agency | Maudlin, SC | Jun 2017 - Current | 6 |
| State Farm Insurance | Bloomington, IL | Jan 2017 - May 2017 | < 1 |
| State Farm Vp Management Corp. | Simpsonville, SC | Apr 2015 - Jan 2017 | 1 |
| Allison Mcdaniel Insurance Agency | Simpsonville, SC | Apr 2009 - Jan 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- SC
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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