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Joseph Anthony Palumbo

Fortis Capital Advisors, LLC

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About Joseph Anthony Palumbo

Joseph Anthony Palumbo is an investment advisor representative with Fortis Capital Advisors, LLC. Joseph is a registered investment advisor representative in New York. Joseph has been in the securities industry since June 2020. Joseph is also a registered investment advisor representative with Park Avenue Securities LLC. Prior to joining Fortis Capital Advisors, LLC, Joseph worked at Truvium Financial Group and Rye and Oakland Beach. Joseph has a background in finance and has worked in various roles in the industry. Joseph is a graduate of Arizona State University.

Firm Information

Joseph Palumbo 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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Joseph Palumbo’s Registration & Firm History

KS

04/28/2022 - Present

Fortis Capital Advisors, LLC (PRAIRIE VILLAGE KS)

NY

06/24/2020 - 02/02/2021

PARK AVENUE SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/28/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/23/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/24/2020

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

BC

Issued 05/22/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Anthony Palumbo.
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