Waldemar Marques Ortiz has been an investment adviser representative at Global View Capital Management since June 2026, and is not listed among the firm’s executive officers or direct owners.
Global View Capital Management LLC is a Waukesha, WI firm with $775M under management, 3,819 clients and 107 advisers across 6 offices, as of its August 2026 filing.
Waldemar Marques Ortiz’s longest registration was 5 years at Mutual of Omaha Investor Services, Inc. (2018–2023). Before joining Global View Capital Management in 2026, Waldemar Marques Ortiz was registered through Mutual of Omaha Investor Services, Inc.
- – present · under a yearKissimmee, FL · Adviser representative · Firm CRD 158292
- Mutual of Omaha Investor Services, Inc.– · 5 yearsLake Mary, FL · Adviser representative · Firm CRD 611
Investment adviser representative registrations
Waldemar Marques Ortiz is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in June 2026.
- FloridaSince 17 June 2026
- TexasResidentSince 2 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 12 June 2018 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 August 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Waldemar Alfredo Marques Ortiz
- CRD
- 4880833
- Firm
- Global View Capital Management · CRD 158292
- Office
- 1621 E VINE STREET, SUITE A, Kissimmee, FL 34744
- Registration
- Investment adviser registration
- In the industry since
- May 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Waldemar Marques Ortiz work?
Waldemar Marques Ortiz is an investment adviser representative registered through Global View Capital Management LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Waldemar Marques Ortiz a financial advisor?
Yes. Waldemar Marques Ortiz has a current investment-adviser registration in Florida and Texas, through Global View Capital Management since June 2026.
How many years of experience does Waldemar Marques Ortiz have?
Waldemar Marques Ortiz has 16 years in the financial industry, since May 2010, across 2 adviser firms.
What exams has Waldemar Marques Ortiz passed?
Waldemar Marques Ortiz has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in August 2007. FINRA credited Waldemar Marques Ortiz with the SIE, which began in October 2018.
Where did Waldemar Marques Ortiz work before Global View Capital Management?
Before Global View Capital Management, Waldemar Marques Ortiz was registered through Mutual of Omaha Investor Services, Inc., June 2018 to September 2023.
Where is Waldemar Marques Ortiz based?
Waldemar Marques Ortiz’s registered office is in Kissimmee, FL.
Is Waldemar Marques Ortiz registered with FINRA?
No. Waldemar Marques Ortiz has no current broker registration.
How can I verify Waldemar Marques Ortiz’s record?
Search CRD 4880833 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Waldemar Marques Ortiz’s full registration record.
