Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harlan? Claim Your ProfileHarlan Larry Fortenberry is a financial advisor with over 40 years of experience in the industry. Harlan has been registered with FINRA since 1976 and has held various positions at several firms including New England Securities, Fidelity Equity Services Corporation, and Valmark Securities, Inc. Currently, Harlan is registered with First Heartland Consultants, Inc. and specializes in financial planning, pension consulting, and educational seminars. Harlan also provides portfolio management for individuals and businesses.
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.
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.
1
2
MS
03/11/2024 - Present
First Heartland Consultants, Inc. (JACKSON MS)
MS
05/16/2002 - 03/01/2024
VALMARK SECURITIES, INC. (JACKSON MS)
NY
03/05/1986 - 06/05/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
11/21/1994 - 04/27/1995
FIDELITY EQUITY SERVICES CORPORATION
NA
04/02/1980 - 03/17/1986
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/08/1976 - 05/03/1980
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BOTH
Issued 12/21/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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