Waldemar Alfredo Marques Ortiz
Investment Adviser Representative at Global VIEW Capital Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Waldemar Alfredo Marques Ortiz is an investment adviser representative with Global VIEW Capital Management LLC in Kissimmee, FL, where they have been registered since 2026. They have worked in the securities industry since 2010 and were previously registered with Mutual of Omaha Investor Services, Inc. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 6 (investment company and variable products). They are registered to provide investment advice in Florida and Texas.
Registrations & licenses
- Investment adviser:
- Florida, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- MASS Mutual Financial GroupAug 2003 – Apr 2018Orlando, FL
- MML Investors Services IncApr 2007 – Apr 2018Orlando, FL
- Global VIEW Capital Advisors, LLCMay 2026 – no end date reportedWaukesha, WI
- Global VIEW Capital Management, LLCMay 2026 – no end date reportedWaukesha, WI
- RISK Management Services, LLCAug 2023 – no end date reportedSan Juan, PR
- Mutual OF Omaha Investor ServicesApr 2018 – Aug 2023Lake Mary, FL
- Mutual OF Omaha Insurance CompanyApr 2018 – Aug 2023Lake Mary, FL
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Global VIEW Capital Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $2,000 (waivable)
- Up to $500,0001.00%
- $500,001 - $999,9990.75%
- $1,000,000 and Above0.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 105
- Offices listed on AdvisorFinder:
- 7
- Main office:
- Waukesha, WI
- SEC file number:
- 801-72887
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 25, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Waldemar Alfredo Marques Ortiz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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