Christian Ortiz Gonzalez
CRD Number: 7193118Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Christian Ortiz Gonzalez (CRD# 7193118) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Murrieta, CA and has over 3 years of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 5440273
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Temecula, CA | Oct 2019 - Current | 4 |
| Bank Of America, N.a. | Temecula, CA | Oct 2019 - Current | 4 |
| Oceanside Unified School Disrict | Oceanside, CA | Sep 2019 - Current | 4 |
| Uc Santa Barbara | Santa Barbara, CA | Aug 2014 - Dec 2019 | 5 |
| Cambridge English Assessment | Berlin, | Apr 2019 - Jun 2019 | < 1 |
| Rosinke Gmbh | Berlin, | Dec 2018 - Mar 2019 | < 1 |
| Ucsb Career Services | Santa Barbara, CA | Sep 2017 - Jun 2018 | < 1 |
| Ucsb Educational Opportunity Program | Santa Barbara, CA | Sep 2015 - Jun 2018 | 2 |
| Ucsb Office Of The Vice Chancellor For Student Affairs | Santa Barbara, CA | Sep 2016 - Jun 2017 | < 1 |
| Ucsb Police Department | Santa Barbara, CA | May 2015 - Jun 2016 | 1 |
| Los Primos Mexican Food | Temecula, CA | Jun 2014 - Jul 2014 | < 1 |
| Unemployed | Temecula, CA | Oct 1996 - Jun 2014 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2021 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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