Unclaimed
Emme Osborne is a registered Investment Advisor Representative with Fortis Capital Management LLC. Emme has been in the industry since January 2023. Emme has a Series 65 license and specializes in providing financial planning, educational seminars, and portfolio management services. Emme has experience working with individuals, pooled investment vehicles, and charitable organizations. Emme has previously worked at The Juicy Cafe, Duke's Seafood, The University of Arizona, Pine Lake Cellars, Farmers Insurance - Ronald Osborne, and High School.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Net worth based percentage of value
1
2
WA
03/31/2023 - Present
Fortis Capital Management LLC (BELLEVUE WA)
IA
Issued 02/27/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Emme Osborne is the right advisor for you? Invested Better is here to help.