Kari
Timonen
Fortis Capital Advisors, LLC
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About this Advisor
Kari Timonen is a financial advisor based in Brooklyn, New York, working with Fortis Capital Advisors, LLC. Kari has previously held positions at Nylife Securities LLC, New York Life, Pgli Insurance, Massmutual Life Insurance Company, Mml Investors Services, LLC, and Fortis Capital Advisors, LLC. Kari has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Kari is part of Fortis Capital Advisors, LLC, which operates out of Brooklyn, New York. The firm has 20 offices and 36 employees. The firm manages assets totaling $331.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Fortis Capital Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fortis Capital Advisors, LLC Brokerage Details
$331,804,625
36
1,024
$324,028
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kari Timonen Work History
Fortis Capital Advisors, LLC
Massmutual Life Insurance Company
Mml Investors Services, LLC
Pgli Insurance
Nylife Securities LLC
New York Life
Disclosures
Please visit the SEC profile of Kari Timonen 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 Capital Advisors, LLC
Barrington, IL
Prairie Village, KS
Prairie Village, KS
Prairie Village, KS
Brooklyn, NY
Prairie Village, KS
Brooklyn, NY
Prairie Village, KS
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