Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lee Fortna is a financial professional with over 15 years of experience in the industry. David Fortna is currently registered with Empower Financial Services, Inc., having joined the firm in 2016. Prior to this, David Fortna was affiliated with GWFS EQUITIES, INC. from 2007 to 2016. David Fortna holds the Series 6 and Series 63 securities licenses and the SIE exam.
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.
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.
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2
CO
08/12/2016 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
CO
05/31/2007 - 03/30/2016
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 07/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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