Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanne? Claim Your ProfileJeanne Marie Deitz is an investment advisor representative with Fortius Financial Advisors, LLC. Jeanne has been in the industry since 1995 and holds both Series 7 and Series 63 licenses. Jeanne is also registered as an investment advisor in Utah and Florida, with registration pending in Florida. Jeanne provides financial services including portfolio management and financial planning for individuals, businesses, and pooled investment vehicles. Jeanne also specializes in pension consulting and the selection of other financial advisors.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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UT
07/20/2015 - Present
Fortius Financial Advisors, LLC (SALT LAKE CITY UT)
RI
09/28/1995 - 11/01/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 07/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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