Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Fortuna is a financial professional with over 20 years of experience in the industry. Anthony currently works as a registered investment advisor representative at Essex Financial Services, Inc., where he has been employed since May 2011. Prior to that, Anthony has held various roles at firms such as The Leaders Group, Inc., Essex Financial Services, Inc., Nutmeg Securities, LLC, BancNorth Investment Group, Inc., Ameriprise Financial Services, Inc., and Advest, Inc. Anthony is licensed in Connecticut and holds the Series 7, Series 63, Series 65, Series 99TO, and SIE licenses. Anthony specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations. Anthony also holds an independent insurance agent license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CT
05/31/2011 - Present
Essex Financial Services, Inc. (ESSEX CT)
CT
06/02/2021 - 03/08/2024
THE LEADERS GROUP, INC. (Essex CT)
CT
05/31/2011 - 06/01/2021
ESSEX FINANCIAL SERVICES, INC. (Farmington CT)
NY
07/02/2009 - 05/31/2011
NUTMEG SECURITIES, LLC (NEW YORK NY)
CT
01/26/2007 - 04/01/2009
BANCNORTH INVESTMENT GROUP, INC. (MERIDEN CT)
CT
01/03/2006 - 01/22/2007
AMERIPRISE FINANCIAL SERVICES, INC. (SHELTON CT)
CT
09/28/2000 - 12/21/2005
ADVEST, INC. (HARTFORD CT)
IA
Issued 05/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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