William C. Fortner
Professional summary
William Cole Fortner, who also goes by Bill Fortner, is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.
William is registered as a RR (Registered Representative) and started their career in finance in 1997. William has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view William Cole Fortner's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 20, 2021 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901November 18, 2019 - February 4, 2021
COREBRIDGE CAPITAL SERVICES, INC.
June 3, 2013 - September 5, 2019
OSAIC FA, INC.
June 17, 2011 - June 4, 2013
METLIFE INVESTORS DISTRIBUTION COMPANY
December 6, 2001 - December 31, 2010
WOODBURY FINANCIAL SERVICES, INC.
August 16, 2001 - January 11, 2011
HIMCO DISTRIBUTION SERVICES COMPANY
October 6, 1998 - August 14, 2001
SIGNATOR INVESTORS, INC.
April 10, 1997 - August 3, 1998
BA INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/3/2025)
(5/21/2021)
(9/17/2025)
(3/20/2025)
(4/1/2025)
(3/19/2025)
(2/20/2025)
(5/9/2023)
Exams
FINRA
Current Firm
THE LEADERS GROUP, INC.
CRD#: 37157 / SEC#: , 8-47639
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 4 |
Red Flags
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