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Raymond E Fortin

Missionsquare Retirement

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About Raymond E Fortin

Raymond E. Fortin is a financial advisor with Missionsquare Retirement, based in Bloomfield Hills, MI. Raymond has over 20 years of experience in the financial services industry, starting his career in 2002. Raymond holds the Series 6, 7, 63, and 66 licenses and the SIE exam. Prior to joining Missionsquare Retirement, Raymond was with Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, MML Investors Services, LLC, and J.P. Morgan Institutional Investments Inc. Raymond is registered to provide investment advice in Michigan, Illinois, Ohio, and Wisconsin.

Firm Information

Raymond Fortin is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Raymond Fortin’s Registration & Firm History

MI

06/16/2020 - Present

Missionsquare Retirement (BLOOMFIELD HILLS MI)

MI

09/08/2014 - 06/08/2020

MORGAN STANLEY (BIRMINGHAM MI)

MI

04/01/2011 - 09/09/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)

MA

08/28/2006 - 04/05/2011

MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)

MI

06/30/2004 - 05/31/2006

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (TROY MI)

IL

08/07/2002 - 07/01/2004

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 06/29/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/13/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2004

Series 7 - General Securities Representative Examination

BC

Issued 08/06/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Raymond E Fortin.
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