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Nancy Ortiz

Nancy Ortiz

Client Services Associate

Helping Clients in Illinois

About Nancy

Nancy has been working in the “people” business for over 23 years, helping customers in banking and the travel industry, and most recent with Alliant Retirement and Investment Services. Nancy’s current role is supporting the Financial Consultants in the Chicago branches.

In her free time, Nancy enjoys travel, camping, and spending time with her family.


Associate Degree in Business Administration
MacCormac College in Chicago, IL

Registrations and Licenses

FINRA registered (Series 6 & 63 held with LPL Financial)