Michael A. DeVizio
Founder / Director of Financial Strategies / Advisor at The Fortis Agency- Claim this Profile
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Credentials
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General Securities Representative
FINRA, Series 7 -
Life & Health Insurance License
NJ, FL, PA, RI, TX, AZ, CA -
Uniform Combined State Law Exam
FINRA, License Series 66
Experience
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The Fortis Agency
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United States
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Financial Services
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1 - 100 Employee
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Founder / Director of Financial Strategies / Advisor
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Jul 2019 - Present
After several successful years in the financial industry, the Fortis Agency was founded. We are committed to aligning ourselves with the same values. The Fortis Agency was founded upon: family, integrity, trust, loyalty, having fun, strong work ethic, independence and financial freedom. After several successful years in the financial industry, the Fortis Agency was founded. We are committed to aligning ourselves with the same values. The Fortis Agency was founded upon: family, integrity, trust, loyalty, having fun, strong work ethic, independence and financial freedom.
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Investment Advisor Representative
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Jul 2019 - Present
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Fortis Group Advisors, LLC, a registered investment advisor. Fortis Group Advisors, LLC and Christopher Edwards Financial Associates, LLP are separate entities from LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Fortis Group Advisors, LLC, a registered investment advisor. Fortis Group Advisors, LLC and Christopher Edwards Financial Associates, LLP are separate entities from LPL Financial.
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MassMutual New Jersey-NYC
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor / Managing Partner
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Nov 2013 - Jul 2019
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International Planning Alliance, LLC
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United States
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Financial Services
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1 - 100 Employee
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Financial Specialist
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Jun 2012 - Nov 2013
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Education
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Ramapo College of New Jersey
Bachelor’s Degree, Finance & Business Management -
Loyola University
Bachelor of Science, Business Administration; Management -
Scotch Plains Fanwood High School