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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fortun? Claim Your ProfileFortun S. Azose is a financial advisor who has been in the industry since August 22, 1996. Fortun is currently registered with Morgan Stanley in Seattle, Washington. Prior to joining Morgan Stanley, Fortun was registered with CITIGROUP GLOBAL MARKETS INC. and WM FINANCIAL SERVICES, INC. Fortun is a Series 63 and 65 licensed advisor, having passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Fortun holds the Series 7 and SIE licenses and is registered in several states, including Washington, Texas, California, Arizona, Colorado, Connecticut, Florida, Hawaii, Illinois, Massachusetts, Nevada, New Jersey, New York, North Carolina, Ohio, Rhode Island, Virginia. Fortun's specializations include Asset Allocation Advice, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors, Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies. Fortun has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
WA
06/01/2009 - Present
Morgan Stanley (Seattle WA)
WA
06/30/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)
CA
08/23/1996 - 06/30/1998
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 11/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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