linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Elzbieta Jarzabek

Fortis Capital Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Elzbieta? Claim Your Profile

About Elzbieta Jarzabek

Elzbieta Jarzabek is a registered investment advisor representative with Fortis Capital Advisors, LLC. Elzbieta has been in the financial industry since June 2020 and previously worked with CETERA FINANCIAL SPECIALISTS LLC. Elzbieta's areas of expertise include financial planning, pension consulting, and portfolio management for individuals. Elzbieta holds the Series 7TO and SIE licenses and the Uniform Combined State Law Examination. Elzbieta has also been working as a client service associate for CLEARPATH FINANCIAL, LLC since June 2020.

Firm Information

Elzbieta Jarzabek is currently registered with Fortis Capital Advisors, LLC. Fortis Capital Advisors, LLC is a registered investment advisor headquartered in Prairie Village, Kansas. With over 30 professionals, the firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals, businesses, and pension and profit-sharing plans. They manage over $630 million in assets for 1,579 clients, including high-net-worth individuals and corporations.
Fortis Capital Advisors, LLC

7301 MISSION ROAD

PRAIRIE VILLAGE, KS 66208

$630.58M

Assets Under Management

8

Total Clients

31

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Elzbieta Jarzabek’s Registration & Firm History

IL

05/03/2024 - Present

Fortis Capital Advisors, LLC (South Barrington IL)

IL

12/17/2021 - 02/09/2024

CETERA FINANCIAL SPECIALISTS LLC (S. BARRINGTON IL)

Not sure if Elzbieta Jarzabek is right for you?

Licenses & Designations

BOTH

Issued 05/14/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/17/2021

Series 7TO - General Securities Representative Examination

BC

Issued 12/10/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elzbieta Jarzabek.
Not sure if Elzbieta Jarzabek is right for you?