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1219 E 89Th St, Brooklyn, NY 11236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-03-27 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A. | Brooklyn | NY | 08/2016 | 04/2017 |
| Fortune Advisory Services Llc | Brooklyn | NY | 07/2017 | Present |
Robert Fortune participates in other business activities other than investment management. Items listed below are not a substantial source of income or time but do add value to potential clients. Credit repair- provide education on proper credit management and use. Budget services- provide education on how to properly mangae income and expenses to achieve goals. Insurance sales (Life Health & Disability)- provide education and products to satisfy clients insurance needs such as income & family protection. Annuity sales (Fixed & Variable)- some clients have a need for guaranteed returns outside of volatility of the investment markets. Provide information & education on what those options are in regards to annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-16 |
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