Joseph
Fortunato
Vantage Financial Partners Limited
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About this Advisor
Joseph Fortunato is a financial advisor based in Arlington Heights, Illinois, working with Vantage Financial Partners Limited. Joseph has previously held positions at Park Avenue Securities LLC, Tiaa-Cref Individual & Institutional Services, LLC, Vantage Financial Partners Limited, Highpoint Advisor Group LLC, Advice And Planning Services, Hightower Advisors LLC, and Hightower Securities LLC. Joseph has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Joseph is part of Vantage Financial Partners Limited, which operates out of Arlington Heights, Illinois. The firm has 15 employees and manages assets totaling $572.4 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Vantage Financial Partners Limited includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Vantage Financial Partners Limited Brokerage Details
$572,432,624
15
1,018
$562,311
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Joseph Fortunato Work History
Highpoint Advisor Group LLC
Vantage Financial Partners Limited
Hightower Advisors LLC
Hightower Securities LLC
Tiaa-Cref Individual & Institutional Services, LLC
Advice And Planning Services
Park Avenue Securities LLC
Park Avenue Securities LLC
Disclosures
Please visit the SEC profile of Joseph Fortunato to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vantage Financial Partners Limited
Arlington Heights, IL
Arlington Heights, IL
Arlington Heights, IL
Arlington Heights, IL
Arlington Heights, IL
Arlington Heights, IL
Arlington Heights, IL
Arlington Heights, IL
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