Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Stephen Fortier is an investment advisor representative with Keystone Financial Group, Inc. located in Atlanta, Georgia. Gary has been in the industry for more than 17 years and is licensed to provide investment advisory services in Georgia. Gary holds the Series 6, 7, 24, 63 and 65 licenses and has experience working with individuals, high-net-worth individuals, corporations, trusts, charitable organizations, and pension and profit sharing plans. In addition to providing investment advisory services, Gary also has a background in insurance and accounting.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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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GA
07/19/2007 - Present
Keystone Financial Group, Inc. (ATLANTA GA)
GA
03/02/2007 - 12/15/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (ATLANTA GA)
GA
09/08/2005 - 03/07/2007
1ST GLOBAL CAPITAL CORP. (ATLANTA GA)
KY
07/19/2004 - 09/14/2005
WINEBRENNER CAPITAL PARTNERS, LLC (LOUISVILLE KY)
GA
11/10/2003 - 07/16/2004
TRIAD ADVISORS, INC. (ATLANTA GA)
BC
Issued 10/17/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2007
Series 24 - General Securities Principal Examination
BC
Issued 12/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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