Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Edward Fortunato is a financial advisor with over 10 years of experience in the industry. Joseph is currently registered with Highpoint Planning Partners in Illinois. Joseph specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Joseph is a Certified Financial Planner and a Chartered Financial Consultant. Joseph has worked at several financial institutions, including TIAA-CREF Individual & Institutional Services, LLC, Park Avenue Securities LLC, Fifth Third Securities, Inc., and Northwestern Mutual Investment Services, LLC.
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.
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
06/06/2024 - Present
Highpoint Planning Partners (Arlington Heights IL)
IL
01/07/2020 - 11/18/2020
HIGHTOWER SECURITIES, LLC (CHICAGO IL)
IL
09/15/2017 - 10/24/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (EVANSTON IL)
IL
09/30/2011 - 08/28/2017
PARK AVENUE SECURITIES LLC (DEERFIELD IL)
IL
07/08/2010 - 09/02/2011
FIFTH THIRD SECURITIES, INC. (ANTIOCH IL)
IL
01/08/2009 - 05/25/2010
SECURIAN FINANCIAL SERVICES, INC. (BANNOCKBURN IL)
IL
06/20/2007 - 12/09/2008
PHOENIX EQUITY PLANNING CORPORATION (DOWNERS GROVE IL)
WI
08/22/2001 - 03/30/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
09/14/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 10/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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