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Detailed Report
ANTHONY FRANCIS WINKELS
CRD#: 6507599
IA
Investment Adviser
FORTIS WEALTH MANAGEMENTCRD#: 268808 130 CALICO COURT
BOONE, NC 28607
Registration History
201520162017201820192020202120222023202420252026IAFORTIS WEALTH MANAGEMENT (CRD# 268808)2015 - Present (9 years)
License(s)

State Registrations

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California 10/30/2015
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Pennsylvania 4/13/2023
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Florida 9/16/2015
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Texas 5/1/2018
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Louisiana 9/29/2016
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Virginia 9/4/2020
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North Carolina 9/28/2016
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Washington 9/17/2015
Current Registration(s)
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FORTIS WEALTH MANAGEMENT (CRD#:268808)
130 CALICO COURT, BOONE, NC 28607
Registered with this firm since 9/16/2015
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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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
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.