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Business ProfileforCortez Wealth Management, LLC
At-a-glance
Business Details
- Location of This Business
- 3935 Tampa Rd STE 3, Oldsmar, FL 34677-3106
- BBB File Opened:
- 7/30/2014
- Years in Business:
- 12
- Business Started:
- 4/10/2012
- Business Incorporated:
- 4/10/2012
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.BBB records show a license number of P183162 for this business, issued by Florida Office of Insurance Regulation
These agencies may include:
Florida Office of Insurance Regulation
200 E Gaines St
Tallahassee FL 32399
BBB records show a license number of L091118 for this business, issued by Florida Office of Insurance RegulationThese agencies may include:
Florida Office of Insurance Regulation
200 E Gaines St
Tallahassee FL 32399
BBB records show a license number of 5378014 for this business, issued by Securities and Exchange CommissionThese agencies may include:
Securities and Exchange Commission
450 5th Street, NW
Washington DC 20549
- Type of Entity:
- Limited Liability Company (LLC)
- Contact Information
Principal
- Mr. Carlos Cortez, Managing Member
Customer Contact
- Mr. Carlos Cortez, Managing Member
Customer Complaints
0 Customer Complaints
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1 Customer Reviews
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Most Recent Customer Review
Judy R
10/28/2021
Highly recommend!!
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