professional profile

Daniel Ortega

AgentRR Boca Raton, FL CRD 3095215 Last verified October 2026

Overview

Daniel Ortega is an insurance agent and a registered representative based in Boca Raton, FL, with 27 years in the industry.

Years in the industry: 27
States licensed: 7
States registered: 53
Carrier appointments: 4

Contact

2 business emails and 4 phone numbers on file

Business emailj•••••.s••••@••••••••.com

Other emaili••••@••••••••.com

Business phone(•••) •••-••••

Other phone(•••) •••-••••

Business address••• ••••••• •••••, ••••• ••

Registrations and licenses

Licensed in 7 states
Registered in 53 states

Life Agent Individual
Producer
Series 24
Series 63
Series 7
Series 79TO
Series 99TO
SIE

2 lines of authority, with every state and its dates

Firms

B. Riley Wealth ManagementCurrent firm

Employment history since 1999

Carriers

4 active carrier appointments

••••••• •••• •••••••••Active

•••••• ••••••••• ••Active

•••••••• ••••Active

on one Accupoint record

Insurance agent and registered representative, on one record
Licensed in 7 states
Registered in 53 states
4 active carrier appointments
2 lines of authority

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