Robert Anthony Fortino
Professional Summary
Robert Anthony Fortino is a registered financial advisor currently at UOB GLOBAL EQUITY SALES LLC located in New York, New York and HENLEY & COMPANY LLC located in Uniondale, New York. Robert is registered as a RR (Registered Representative) and started their career in finance in 1998. Robert has worked at 42 firms and has passed the Series 99TO, SIE and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
W CAMPION CAPITAL LLC
Contact Information
Main Address
3401 N Miami Avenue Suite 230, Miami, FL 33127Mailing Address
3401 N Miami Avenue Suite 230, Miami, FL 33127Phone Number
(305) 440-4274Established
Delaware since 01/31/2014Firm Type
Limited Liability CompanyFiscal Year End
MarchFirm Size
SmallFINRA licenses (16 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Robert Anthony Fortino's CRS (Customer Relationship Summary).
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