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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J.? Claim Your ProfileJ. Standish Fortin is an investment advisor representative with Creative Financial Designs, Inc. and has been working in the industry since 1999. J. Standish Fortin's previous experience includes working at UBS Financial Services Inc, Great American Advisors, Inc. and Money Concepts Capital Corp. J. Standish Fortin is registered with the state of Ohio as an Investment Advisor Representative. J. Standish Fortin specializes in financial planning, educational seminars and portfolio management for individuals and businesses. J. Standish Fortin currently provides financial services to individuals, high net worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
1
2
OH
12/02/2016 - Present
Creative Financial Designs, Inc. (CINCINNATI OH)
OH
06/13/2016 - 07/15/2016
MONEY CONCEPTS CAPITAL CORP (CINCINNATI OH)
OH
08/18/2006 - 12/19/2008
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
OH
09/17/2004 - 09/20/2006
UBS FINANCIAL SERVICES INC. (CINCINNATI OH)
NY
11/27/2001 - 09/16/2004
QUICK & REILLY, INC. (NEW YORK NY)
NJ
10/14/1999 - 04/23/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NJ
08/24/1998 - 06/03/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 03/07/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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