Timothy Smisek (CRD# 2752765) is an Investment Advisor Representative working at Fortress Wealth Group in Winter Park, FL and has over 22 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Fortress Wealth Group, LLC | Orlando, FL | Jan 2021 - Current | 3 |
Moors & Cabot, Inc. | Winter Park, FL | Sep 2014 - Dec 2020 | 6 |
Metlife Securities, Inc. | Orlando, FL | Dec 2003 - Sep 2014 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2001 |
S66 | NASAA Uniform Combined State Law Examination | May 2002 |
- FL
-
Total Assets Under Management295MILLIONS
-
Total Number of Accounts875ACCOUNTS
-
Average Account Value$336,784
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
FL, GA, NC, NE, TX
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