Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kari? Claim Your ProfileKari Timonen is a financial advisor with Fortis Capital Advisors, LLC in Brooklyn, New York. Kari has been in the financial services industry for over 9 years. Kari is registered with the state of New York. Kari has Series 6, 7, 63, and SIE licenses. Kari provides financial planning and portfolio management services to individuals, corporations and other businesses. Kari also provides investment advisory services to pension and profit sharing plans.
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.
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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2
NY
08/05/2021 - Present
Fortis Capital Advisors, LLC (Brooklyn NY)
NY
01/28/2019 - 06/17/2021
MML INVESTORS SERVICES, LLC (NEW YORK NY)
NY
06/20/2013 - 01/15/2019
NYLIFE SECURITIES LLC (NEW YORK NY)
BC
Issued 08/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/05/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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