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Anthony Fortuna

Anthony Fortuna

Followers of Anthony Fortuna198 followers
location of Anthony FortunaGreater Hartford

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  • Timeline

  • About me

    Wealth Advisor at Essex Financial

  • Education

    • St Thomas Aquinas Catholic High Scool - Connecticut

      1990 - 1994
      High School Diploma

    • Central Connecticut State University

      1994 - 1998
      Bachelor of Science - BS Finance and Financial Management Services

  • Experience

    • Advest, Inc.

      Sept 1998 - Dec 2005

      • Financial Advisor

        Sept 2000 - Dec 2005

      • Investment Management Consultant

        Sept 1998 - Sept 2000

    • David Levine & Associates - Ameriprise

      Jan 2006 - Jan 2007
      Wealth Advisor

    • Bancnorth Investment Group, Inc

      Jan 2007 - Apr 2009
      Financial Advisor

    • Spectrum Financial Strategies - Nutmeg Securities

      Jun 2009 - May 2011
      Private Wealth Advisor

    • Essex Financial Services, Inc

      May 2011 - now
      Private Wealth Advisor

  • Licenses & Certifications

    • Connecticut Life & Health License

      Connecticut Insurance Department

    • CT Partnership Long Term Care Certification

      The Connecticut Partnership for Long-Term Care

    • Series 65

      FINRA

    • Series 63

      FINRA

    • Chartered Retirement Planning Counselor℠

      College for Financial Planning
      Feb 2008

    • Series 7

      FINRA

  • Honors & Awards

    • Awarded to Anthony Fortuna
      Five Star Wealth Professional Award Five Star Professional