Roberto Fortuna

IMAGINE FINANCIAL SECURITY LLC

Jacksonville, FL 32258

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CRD#: 7654582

Professional summary

Roberto Fortuna, who also goes by Bobby Fortuna, Robert Fortuna, is a registered financial advisor currently at IMAGINE FINANCIAL SECURITY LLC located in Jacksonville, Florida.

Roberto is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Roberto has worked at 2 firms and has passed the Series 65, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bobby Fortuna | Robert Fortuna

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.

Name: Roberto Fortuna, independent contractor. Investment-related: No. Address: Ponte Vedra, FL. Nature: Tax preparation. Position: Tax preparer. Start date: 2/2025. Approximate hours per month: 20. Approximate hours per month during securities trading hours: 0. Duties: Tax preparation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Roberto Fortuna's 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

March 13, 2025 - Present

IMAGINE FINANCIAL SECURITY LLC

Office #1: 12574 Flagler Center Boulevard Suite 101, Jacksonville, FL 32258Office #2: 12574 Flagler Center Boulevard Suite 101, Jacksonville, FL 32258

RIA

CRD#: 311694

Jacksonville, FL

Past

December 2, 2023 - January 8, 2024

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(3/18/2025)

IAR

Tennessee
(3/13/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/23/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6TO

Date: 12/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/21/2022

Securities Industry Essentials Examination

Current Firm

IMAGINE FINANCIAL SECURITY LLC

IMAGINE FINANCIAL SECURITY LLC | IMAGINE FINANCIAL SECURITY, LLC

CRD#: 311694 / SEC#:

Florida

Registered Investment Advisory firm - (1/29/2021 Approved)

Tennessee

Registered Investment Advisory firm - (11/5/2024 Approved)

Texas

Registered Investment Advisory firm - (10/3/2024 Conditional Restricted)

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Contact information

Main Address

1100 Market Street Suite 600, Chattanooga, TN 37402

Mailing Address

Phone number

(904) 323-2069

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	136
AUM (Assets Under Management)	$ 43,629,343

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.

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Roberto Fortuna

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Roberto Fortuna's CRS (Customer Relationship Summary).

Certified licenses

Experience

IMAGINE FINANCIAL SECURITY LLC

NATIONWIDE INVESTMENT SERVICES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 3/23/2024

Series 6TO

Date: 12/2/2023

SIE

Date: 10/21/2022

Current Firm

IMAGINE FINANCIAL SECURITY LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

IMAGINE FINANCIAL SECURITY LLC

TRUST BUT VERIFY

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