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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey John Fortune is a financial advisor with over 25 years of experience in the industry. Jeffrey currently works with Fidelity Personal And Workplace Advisors, and has worked with Charles Schwab & Co., Inc. in the past. Jeffrey is registered in Virginia, Massachusetts and other states as an investment advisor representative and has a Series 66, Series 63, Series 10, Series 9, and Series 7 license. Jeffrey is a Certified Financial Planner and has specialized experience in retirement planning, college savings, investment management and estate planning.
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.
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.
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VA
08/13/2024 - Present
Fidelity Personal AND Workplace Advisors (MIDLOTHIAN VA)
VA
01/19/1999 - 04/14/2023
CHARLES SCHWAB & CO., INC. (Glen Allen VA)
MN
09/24/1997 - 12/23/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/24/1997 - 12/23/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/25/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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