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Jeffrey Polanco

Fortis Capital Advisors, LLC

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About Jeffrey Polanco

Jeffrey Polanco is a financial advisor registered with Fortis Capital Advisors, LLC. Jeffrey is a registered Investment Advisor Representative in New York. Jeffrey has been in the industry since 2013. Jeffrey also provides fixed insurance sales services. Jeffrey has Series 6, 7, 63, and 65 licenses. Jeffrey's previous employer was Northwestern Mutual Investment Services, LLC.

Firm Information

Jeffrey Polanco is currently registered with Fortis Capital Advisors, LLC. Fortis Capital Advisors, LLC is a registered investment advisor headquartered in Prairie Village, Kansas. With over 30 professionals, the firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals, businesses, and pension and profit-sharing plans. They manage over $630 million in assets for 1,579 clients, including high-net-worth individuals and corporations.
Fortis Capital Advisors, LLC

7301 MISSION ROAD

PRAIRIE VILLAGE, KS 66208

$630.58M

Assets Under Management

8

Total Clients

31

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Polanco’s Registration & Firm History

NY

09/03/2021 - Present

Fortis Capital Advisors, LLC (Wappingers Falls NY)

NY

08/24/2013 - 03/05/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (POUGHKEEPSIE NY)

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Licenses & Designations

IA

Issued 07/07/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/12/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/07/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/07/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Jeffrey Polanco. Review regulatory record here.
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