Jose F. Ortega
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jose Felipe Ortega, who also goes by Jose Felipe Ortega Sanchez, was a registered financial professional .
Jose is a previously registered financial professional and started their career in finance in 2006. Jose had worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 5, 2019 - January 4, 2021
BULLTICK, LLC
November 1, 2013 - January 10, 2017
ATLAS ONE ASSET MANAGEMENT, LLC
September 26, 2007 - January 10, 2017
ATLAS ONE CAPITAL MANAGEMENT, LLC
May 17, 2006 - May 11, 2017
ATLAS ONE FINANCIAL GROUP, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BULLTICK, LLC
CRD#: 104005 / SEC#: , 8-52493
Contact information
FINRA licenses (15 States and Territories)
Direct owners and executive officers
Disclosures
| Regulatory Event | 11 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
