Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Vincent Fortuna is an investment advisor representative registered in Michigan. John has been in the industry since 1991 and has worked with firms such as VOYA FINANCIAL PARTNERS, LLC, VOYA FINANCIAL ADVISORS, INC., AXA DISTRIBUTORS, LLC, STANCORP EQUITIES, INC. and DIVERSIFIED INVESTORS SECURITIES CORP. John currently works with Wellth Advisory Services, LLC. John's current registrations are through Wellth Advisory Services, LLC. John provides financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. John specializes in working with corporations, other businesses, individuals, pension and profit sharing plans, and charitable organizations.
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.
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IL
06/28/2024 - Present
Wellth Advisory Services, LLC (SHOREWOOD IL)
CT
10/03/2013 - 11/03/2023
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
MI
10/03/2013 - 12/18/2014
VOYA FINANCIAL ADVISORS, INC. (Bloomfield Hills MI)
NJ
03/12/2012 - 09/20/2013
AXA DISTRIBUTORS, LLC (JERSEY CITY NJ)
MI
07/23/2007 - 12/31/2011
STANCORP EQUITIES, INC. (TROY MI)
NY
06/19/1998 - 07/15/2005
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
LA
07/18/1991 - 06/11/1998
PAN-AMERICAN FINANCIAL SERVICES, INC. (NEW ORLEANS LA)
IA
Issued 04/24/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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