Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Fortney is a financial advisor with over 30 years of experience in the industry. Donald is currently registered with Money Concepts Capital Corp. in Grafton, WI. Donald has worked with several other firms over the years including Intervest International Equities Corporation, Security Distributors, Inc., SII Investments, Inc., and Canada Life of America Financial Services, Inc. Donald holds the Series 6, Series 63 and SIE licenses. Donald has experience providing financial planning, portfolio management for individuals and businesses, and general consulting 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
WI
02/11/2010 - Present
Money Concepts Capital Corp. (Grafton WI)
CO
06/05/2003 - 12/31/2005
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
KS
04/30/1996 - 09/12/2005
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
WI
09/15/1998 - 07/01/2003
SII INVESTMENTS, INC. (APPLETON WI)
CO
02/01/1991 - 09/24/1998
CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
MN
08/20/1993 - 12/31/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
MA
09/11/1989 - 12/31/1990
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
05/19/1987 - 12/31/1988
AMEV INVESTORS, INC.
BC
Issued 06/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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