Invested Better
Unclaimed

Unclaimed

Unclaimed

William Colbert Heming

Fortis Capital Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William Colbert Heming

William Colbert Heming is a financial advisor with Fortis Capital Advisors, LLC. William has been in the securities industry since 1991. William has a Series 7, Series 63 and Series 79TO licenses and has passed the Series 65 exam. William has previously been registered with Lehman Brothers Inc., Berkeley Securities Corporation, Global Capital Securities, Inc., Manchester Rhone Securities Corp., GKN Securities Corp., Thomas James Associates, Inc., and Emanuel and Company. William is currently registered in New York.

Firm Information

William Heming is currently registered with Fortis Capital Advisors, LLC. Fortis Capital Advisors, LLC is a registered investment advisor headquartered in Prairie Village, Kansas. With over 30 professionals, the firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals, businesses, and pension and profit-sharing plans. They manage over $630 million in assets for 1,579 clients, including high-net-worth individuals and corporations.
Fortis Capital Advisors, LLC

7301 MISSION ROAD

PRAIRIE VILLAGE, KS 66208

$630.58M

Assets Under Management

8

Total Clients

31

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William Heming’s Registration & Firm History

KS

07/16/2024 - Present

Fortis Capital Advisors, LLC (PRAIRIE VILLAGE KS)

NY

06/26/1992 - 02/04/1993

EMANUEL AND COMPANY (NEW YORK NY)

NY

01/22/1992 - 06/26/1992

THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)

NY

10/29/1991 - 01/22/1992

GKN SECURITIES CORP. (NEW YORK NY)

NA

09/18/1991 - 10/31/1991

MANCHESTER RHONE SECURITIES CORP.

NY

05/20/1991 - 08/22/1991

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

04/20/1991 - 05/03/1991

BERKELEY SECURITIES CORPORATION (NEW YORK NY)

NA

01/03/1991 - 02/06/1991

GLOBAL CAPITAL SECURITIES, INC.

Not sure if William Colbert Heming is right for you?

Licenses & Designations

IA

Issued 04/30/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/08/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/31/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for William Colbert Heming.
Not sure if William Colbert Heming is right for you?