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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crissie? Claim Your ProfileCrissie Fortmeyer is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in FORT WORTH, TX. Crissie has been a registered representative in the securities industry since 1993. Crissie has a strong track record of providing investment advice and financial planning services to a wide range of clients, including individuals, families, and businesses. Crissie has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
07/24/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT WORTH TX)
TX
05/13/2014 - 05/23/2018
J.P. MORGAN SECURITIES LLC (DALLAS TX)
NY
12/09/2010 - 05/15/2014
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (NEW YORK NY)
CT
09/18/1997 - 11/24/2010
COMMONFUND SECURITIES, INC. (WILTON CT)
NA
11/03/1994 - 09/18/1997
ENDOWMENT ADVISERS, INC.
BOTH
Issued 07/21/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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