Anthony Fortuna

Anthony Fortuna

Followers of Anthony Fortuna198 followers
location of Anthony FortunaGreater Hartford

Connect with Anthony Fortuna to Send Message

Connect

Connect with Anthony Fortuna to Send Message

Connect
  • 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