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Robert William Fortman II
ROBERT WILLIAM FORTMAN II, ROBERT FORTMAN
CRD#: 6321257
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EDWARD JONESCRD#: 250 3979 D INDIAN RIPPLE RD
BEAVERCREEK, OH 45440
BEAVERCREEK, OH 45440
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Disclosures
10
Years of Experience
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State Registrations
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Alabama 9/6/2022
B
Massachusetts 12/12/2019
B
Arizona 12/10/2014
B
Michigan 12/10/2014
B
Arkansas 6/2/2017
B
Missouri 12/10/2014
B
California 12/10/2014
B
Nebraska 6/6/2022
B
Colorado 6/2/2017
B
North Carolina 11/29/2023
B
Connecticut 5/6/2024
B
Ohio 8/11/2014
B
Florida 12/10/2014
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Ohio 10/6/2014
B
Georgia 12/10/2014
B
Tennessee 10/18/2017
B
Idaho 10/7/2019
B
Texas 6/14/2019
B
Indiana 12/10/2014
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Texas 5/11/2021
B
Kentucky 6/5/2017
B
Virginia 12/10/2014
SRO Registrations
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B
B
B
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Registered with this firm since 10/6/2014
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Registered with this firm since 7/15/2014
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.