Our Services

  • Financial Planning

    Schedule Your Online Financial Planning Session Now

    1 hr

    $100

 

Fortune 45, LLC is a fee-only, no-load, no-commission, State-registered Investment Advisory Firm

 

Securities offered through TD Ameritrade and Vanguard - Members FINRA and SIPC.

 

Fortune 45 Representatives associated with this website may discuss and/or transact business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MO, MT, MS, NE, NJ, NC, NJ, NM, NV, NY, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WV, WI, WY.

 

Advisory services are only offered to clients or prospective clients where Fortune 45 and its representatives are properly licensed or exempt from licensure.

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Fortune 45, LLC does not take possession of any client funds or securities. TD Ameritrade sends monthly statements and trade confirmations directly to the client, and on-line access to account information is available. 

 

Fortune 45 Representatives with whom you may communicate work for Fortune 45 and Fortune 45 is aware of such communications.

 

Past performance is not indicative of future returns. Future returns are not guaranteed & a loss of principal may occur. This website is solely for informational purposes and the information within has not been audited and we make no representations as to its accuracy or completeness.

 

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