How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Evan

ADVISOR PROFILE

Services Offered
Financial planning
Trading individual securities
Retirement planning
My Ideal Client
Retail
High Net Worth
Ultra High Net Worth
Small Business
Small Business

(1)Name of Business: Address: 2600 N Military Trl Ste 215, Boca Raton, FL, 33431-6796, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/21/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Offering Insurance products on a non-variable basis to existing clientele. (2)Name of Business: Fortuna Wealth (DBA) Address: 2600 N. Military Trail, Boca Raton, FL, 33431, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: Yes Start Date: 03/26/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We would like to change our current DBA "The Mayer Group" with "Fortuna Wealth Group" (3)Name of Business: Nave Capital LLC (exsisting OBA) Address: 2600 N Military Trl Ste 215, Boca Raton, FL, 33431, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: Yes Start Date: 04/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I would like to offer speaking services to the providers of structured notes. I.E. Halo, Simon, CIAS, Incapital, First Trust, AAM, etc. I would get paid 5k per appearance at a conference plus room and board. only to advisors, not to retail clients. I will also act in consultant role to simon for educational series to advisors.

FIRM INFORMATION

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Evan Jeremy Mayer

Experience: 20 years / 9 firms

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