Individual Firm
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MATTHEW HARRISON FORTENBERRY
MATTHEW FORTENBERRY, Matt Fortenberry, Matthew H Fortenberry
CRD#: 6674763
IA
B
EQUITABLE ADVISORS, LLCCRD#: 6627 7472 WATERSIDE LOOP RD
SUITE 113
DENVER, NC 28037
SUITE 113
DENVER, NC 28037
0
Disclosures
7
Years of Experience
View By:
State Registrations
B
Florida 8/26/2024
B
Pennsylvania 1/23/2023
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Florida 8/27/2024
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Pennsylvania 1/25/2023
B
Indiana 10/17/2024
B
South Carolina 7/26/2021
IA
Indiana 10/17/2024
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South Carolina 7/27/2021
B
Louisiana 1/13/2025
B
Tennessee 11/9/2022
IA
Louisiana 1/15/2025
B
Utah 3/27/2023
IA
North Carolina 6/2/2021
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Utah 3/28/2023
B
North Carolina 6/14/2021
SRO Registrations
B
View Exams Passed by the individual in the detailed report
Learn about permitted activities of registered representatives
Learn about permitted activities of registered principals
IA
Registered with this firm since 6/2/2021
B
Registered with this firm since 6/2/2021
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 03/27/2020 - 06/14/2021 | SHELTON, CT | |
IA | 04/14/2020 - 11/17/2020 | Charlotte, NC | |
IA | 02/04/2019 - 03/31/2020 | Charlotte, NC | |
B | 02/04/2019 - 03/31/2020 | NEWARK, NJ | |
IA | 11/02/2017 - 01/02/2019 | CHARLOTTE, NC | |
B | 10/09/2017 - 01/02/2019 | CHARLOTTE, NC |
For additional information about investment advisers or broker-dealers, please visit
B
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.
IA
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.