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Credentials

  • 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

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Founder / Director of Financial Strategies / Advisor
      • 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.

    • Investment Advisor Representative
      • 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.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor / Managing Partner
      • Nov 2013 - Jul 2019
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Specialist
      • Jun 2012 - Nov 2013

Education

  • Ramapo College of New Jersey
    Bachelor’s Degree, Finance & Business Management
  • Loyola University
    Bachelor of Science, Business Administration; Management
  • Scotch Plains Fanwood High School

Community

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