Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edmund? Claim Your ProfileEdmund Alan Fortier has been in the financial services industry since 1998. Edmund has worked with various firms over the years including Princor Financial Services Corporation, Securian Financial Services, Inc., and MML Investors Services, LLC. Currently, Edmund is a Registered Representative and Investment Advisor Representative with Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Edmund has his Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Edmund is a Certified Financial Planner and is an active member of the community.
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
GA
04/27/2016 - Present
Kestra Advisory Services, LLC (WOODSTOCK GA)
GA
04/20/2011 - 08/27/2014
MML INVESTORS SERVICES, LLC (ATLANTA GA)
GA
11/11/2005 - 04/19/2010
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
IA
10/30/1998 - 10/24/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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