Joseph Fortunato (CRD# 3079306) is an Investment Advisor Representative working at Vantage Financial Partners Limited in Arlington Heights, IL and has over 13 years of experience in the finance industry. Joseph Fortunato has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vantage Financial Partners | Arlington Heights, IL | Mar 2021 - Current | 3 |
| Tiaa-cref Individual & Institutional Services, LLC | Evanston, IL | Aug 2017 - Current | 6 |
| Hightower Advisors LLC | Chicago, IL | Dec 2019 - Oct 2020 | < 1 |
| Hightower Securities LLC | Chicago, IL | Dec 2019 - Oct 2020 | < 1 |
| Tiaa | Evanston, IL | Aug 2017 - Dec 2019 | 2 |
| Guardian Life Insurance Company | Deerfield, IL | Sep 2011 - Aug 2017 | 5 |
| Park Avenue Securities LLC | Deerfield, IL | Sep 2011 - Aug 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
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Total Assets Under Management572MILLIONS
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Total Number of Accounts1,018ACCOUNTS
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Average Account Value$562,311
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, FL, IL, IN, NH, TN, TX, WI
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