Daniel
Kalina
Fortis Group Advisors LLC
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About this Advisor
Daniel Kalina is a financial advisor based in Westwood, New Jersey, working with Fortis Group Advisors LLC. Daniel has previously held positions at New York Life, Nylife Securities Inc, Invest Financial Corporation, Lpl Financial, LLC, and Fortis Group Advisors, LLC. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Daniel is part of Fortis Group Advisors LLC, which operates out of Westwood, New Jersey. The firm has 10 offices and 34 employees. The firm manages assets totaling $783.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Fortis Group Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fortis Group Advisors LLC Brokerage Details
$783,329,992
34
3,948
$198,412
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Daniel Kalina Work History
Fortis Group Advisors, LLC
Lpl Financial, LLC
Invest Financial Corporation
Nylife Securities Inc
New York Life
Disclosures
Please visit the SEC profile of Daniel Kalina 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 Fortis Group Advisors LLC
Westwood, NJ
Westwood, NJ
Colts Neck, NJ
Holmdel, NJ
Holmdel, NJ
Westwood, NJ
Westwood, NJ
Westwood, NJ
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
