Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Patrick Fortin is a financial advisor with Cambridge Investment Research Advisors, Inc., based in Cincinnati, Ohio. Stephen Patrick Fortin has been in the financial industry since 1993 and holds a number of licenses and registrations, including Series 7, Series 63, and Series 24. Stephen Patrick Fortin provides a wide range of services including financial planning, portfolio management, and investment consulting. Stephen Patrick Fortin also has experience with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
07/24/2024 - Present
Cambridge Investment Research Advisors, Inc. (Cincinnati OH)
OH
02/26/2001 - 04/24/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (CINCINNATI OH)
IN
02/26/2001 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
RI
03/08/1993 - 01/11/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 03/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/30/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1993
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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