Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Alan Fortescue is a financial advisor with over 30 years of experience in the industry. Steven is currently registered with Ameriprise Financial Services, LLC and has a wide range of experience in the financial services industry. Steven is a registered representative in several states and holds several licenses and certifications.
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.
Asset allocation services
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.
1
2
WA
10/01/2024 - Present
Ameriprise Financial Services, LLC (Renton WA)
WA
09/28/1994 - 02/27/2008
1717 CAPITAL MANAGEMENT COMPANY (RENTON WA)
NY
10/15/1992 - 10/27/1994
MONY SECURITIES CORP. (NEW YORK NY)
CT
01/10/1992 - 08/31/1992
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 06/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/08/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Fortescue is the right advisor for you? Invested Better is here to help.
