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FP

Fortunato S. Puleo

SAN BLAS SECURITIES LLC
CHICAGO, IL 60606
Some features on this profile are disabled
CRD#: 2003253
FP

Professional summary


Fortunato Silvestro Puleo, who also goes by Fortunato Puleo, Fortune Puleo, Freddy Puleo, is a registered financial professional currently at SAN BLAS SECURITIES LLC located in Chicago, Illinois.

Fortunato is registered as a RR (Registered Representative) and started their career in finance in 1993. Fortunato has worked at 8 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Fortunato Puleo | Fortune Puleo | Freddy Puleo

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.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Fortunato Silvestro Puleo's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 3, 2020 - Present

SAN BLAS SECURITIES LLC

Office #1: 233 S Wacker Dr Suite 4400, Chicago, IL 60606
BD
CRD#: 290605
CHICAGO, IL
Past

November 9, 2020 - December 10, 2020

D.H. HILL SECURITIES, LLLP

BD
CRD#: 41528
KINGWOOD, TX
Past

June 15, 2020 - October 16, 2020

J.W. COLE FINANCIAL, INC.

BD
CRD#: 124583
Wyckoff, NJ
Past

August 1, 2019 - July 10, 2020

WORLD EQUITY GROUP, INC.

BD
CRD#: 29087
Wyckoff, NJ
Past

November 12, 2014 - August 8, 2019

TAYLOR CAPITAL MANAGEMENT INC.

BD
CRD#: 43559
WOODSTOCK, GA
Past

January 30, 2012 - November 7, 2014

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
WYCKOFF, NJ
Past

February 22, 2010 - December 31, 2011

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WYCKOFF, NJ
Past

May 4, 1993 - February 23, 2010

PFS INVESTMENTS INC.

BD
CRD#: 10111
MAHWAH, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(4/4/2024)
RR
Maryland
(4/3/2024)
RR
New Jersey
(12/11/2020)
RR
Pennsylvania
(6/6/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 3/22/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SB
SAN BLAS SECURITIES LLC
IFS CAPITAL MARKETS, LLC | SAN BLAS SECURITIES LLC

CRD#: 290605 / SEC#: , 8-70036

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
233 S Wacker Dr Suite 4400, Chicago, IL 60606
Mailing Address
3424 Peachtree Rd. Ne Suite 2200, Atlanta, GA 30326-1184
Phone number
(773) 661-4448
Established
Delaware since 04/13/2017
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
IFS GROUP, INCDIRECT OWNER
CARTER, ANA ROUMENOVAFINOP4424794
PADILLA, DANIEL JRCCO3123672
PADILLA, DANIEL JRCEO3123672

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SAN BLAS SECURITIES LLC

CRD#: 290605Chicago, IL 60606

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