Jeffrey Polanco (CRD# 6146571) is an Investment Advisor Representative working at Fortis Capital Advisors, LLC in Wappingers Falls, NY and has over 10 years of experience in the finance industry.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5727035
J.p. Morgan Securities LLC
CRD# 6053461
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortis Capital Advisors, LLC | Reno, NV | Aug 2021 - Current | 2 |
| Unemployed | Wappingers Falls, NY | Mar 2021 - Aug 2021 | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Feb 2021 | 5 |
| Northwestern Mutual Investment Services, LLC | Poughkeepsie, NY | Jul 2013 - Feb 2021 | 7 |
| Northwestern Mutual Life Insurance Company | Milwaukee, NY | Jan 2013 - Feb 2021 | 8 |
| Northwestern Mutual Investment Services, LLC | Poughkeepsie, NY | Jul 2015 - Mar 2016 | < 1 |
| Brothers Trattoria | Beacon, NY | Apr 2008 - Dec 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
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- NY
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Total Assets Under Management332MILLIONS
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Total Number of Accounts1,024ACCOUNTS
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Average Account Value$324,028
- A percentage of assets under your management
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