Edmund Alan Fortier

Current Employers

Employment History

• 06/2003 → Present
  Card, Fortier & Murray Financial Advisors, Llc
  Kennesaw, GA
• 03/2011 → Present
  Mass Mutual Life Insurance Company
  Atlanta, GA
• 03/2011 → Present
  Mml Investors Services
  Atlanta, GA
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Woodstock, GA
• 08/2014 → Present
  Kestra Investment Services, Llc
  Woodstock, GA

Previous Registrations

• 2011-04-27 → 2014-08-27
  Mml Investors Services, Llc
  Atlanta, GA
  Suwanee, GA
• 2010-04-09 → 2011-02-04
  Persium Advisors, Llc
  Atlanta, GA
• 2005-11-14 → 2010-04-19
  Securian Financial Services, Inc.
  Atlanta, GA
• 2003-04-17 → 2005-10-24
  Principal Securities, Inc.
  Kennesaw, GA

Other Businesses

Business Name: Strategic Stewardship Investment Related: Yes Address: 3215 S Cherokee Lane S-1630 Woodstock GA 30188 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Contractor Start Date: 9/1/2014 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: Service my clients by using the available IAR related services of NFP. Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Strategic Stewardship Investment Related: No Address: 3215 S. Cherokee Lane S-1630 Woodstock GA 30188 Nature of Business: Consulting Position, Title or Relationship: I have received formal training in using and delivering the Value Builder System (https://valuebuildersystem.com), and pay a monthly subscription to have access to these resources. Start Date: 2/1/2018 Hours per month: 31% - 40% (49 - 64 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: I provide all the Value Builder System resources to the business owner client and "coach" them thru the entire 12-module process Business Name: (PROPOSED) TRUSTEE FOR JEFF MATTHEWS TESTAMENTARY TRUST POSITION: Trustee NATURE: legal/Attorney/Trustee/Executor INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 07/24/2023 ADDRESS: 5658 Forkwood Trace NW, Acworth GA 30101 DESCRIPTION: As Trustee I am responsible for managing all Trust assets for the benefit of the beneficiaries, which would include maintaining and paying all costs associated with managing a residence, raw land, and investment accounts. SANCTUARY CHURCH STEWARDSHIP TEAM POSITION: Committee member of 3 subcommittees: Finance, Facilities, Personnel NATURE: Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 700 Mars Hill Rd, Kennesaw GA 30152, United States DESCRIPTION: The Stewardship Team meets quarterly to assess how the church is stewarding it's people, facilities, and finances. Various subcommittees will meet in between the quarterly meetings, at the Elder Board's request, to more closely review specific topics and issues, and provide recommendations accordingly.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-30
• S63 Uniform Securities Agent State Law Examination
  1998-11-23

Designations

Other Names

• Ed Fortier
• Edmund Alan Fortier
• Edmund Alan Fortier