Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Palladino is a registered investment advisor representative with Fortis Capital Advisors, LLC, based in Southington, CT. David Palladino has been in the industry since May 2013. David Palladino is also a project manager/laborer for Pals Power Washing in Southington, CT. David Palladino holds a Series 66 license. David Palladino specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for individuals. Fortis Capital Advisors, LLC is an investment adviser firm with a main office in Prairie Village, KS. Fortis Capital Advisors, LLC has 37 investment advisor representatives, 22 licensed agents, and 7 registered representatives. The firm manages assets for individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and insurance companies. They offer financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
KS
06/10/2022 - Present
Fortis Capital Advisors, LLC (PRAIRIE VILLAGE KS)
BOTH
Issued 02/28/2022
Series 66 - Uniform Combined State Law Examination
Active
Inactive
Not sure David Palladino is the right advisor for you? Invested Better is here to help.
