电子邮件 | jor***@***.capital | 获取Email |
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电子邮件 | jor***@***.capital | 获取Email |
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Fortis Financial Group is a boutique financial consulting/advisory firm that empowers and educates our clients to grow and protect their businesses and their wealth. We strive to build lasting relationships with business owners and successful families who want to work with advisors who listen and help them solve problems specific to them. At Fortis, doing the right thing for our clients is our top priority. This means we operate with the following value system: 1) TRANSPARENCY: We believe in being totally transparent about our fees and the investments we hold in our clients' portfolios and why we hold them. 2) EDUCATION AND EMPOWERMENT: We believe clients don't want to be told what to do, they want to learn to take control of their own financial situation to grow and protect their wealth. We believe in educating and empowering clients to take responsibility for their own financial situation as this results in more sustainable and predictable outcomes. 3) VALUE: We don't believe in overpaying for anything. We don't think our clients should either. Whether it is specific stocks, or our planning services, we want our clients to feel they are getting a good value for what they pay. We believe in constantly innovating new ways to add value to our clients and will continue adding services and technology to our business to increase value to our clients. Fortis is a wholly owned subsidiary of Glacier Peak Capital LLC which is an SEC registered investment advisor.
公司 | Fortis Financial Group |
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职位 | Associate Planner |
地点 | United States |
http://www.linkedin.com/in/jordan-lahaie-796962116 | |
部门 | |
头衔 | Associate Planner at Fortis Financial Group |
Fortis Financial Group Associate Planner
2021-09-01 -
Fortis Financial Group Registered Client Service Associate
2020-12-01 - 2021-09-01
TD Ameritrade Financial Consultant
2020-04-01 - 2020-10-01
TD Ameritrade Institutional Relationship Manager II
2020-02-01 - 2020-04-01
TD Ameritrade Institutional Relationship Manager
2018-11-01 - 2020-04-01
Jordan Lahaie 在 Fortis Financial Group 担任 Associate Planner at Fortis Financial Group
Jordan Lahaie 在 Fortis Financial Group 的职位是 Associate Planner at Fortis Financial Group
Jordan Lahaie 的电子邮件地址是 jor***@***.capital
Jordan Lahaie 的电话号码是 -
Jordan Lahaie 的公司电话号码是 +142****
Jordan Lahaie 在 financial services 工作。
Jordan Lahaie 的一些同事包括Sydney P、Mofazzal Hossain、Grace Rollins、Mike BoroughsJames Ferris、。
Jordan Lahaie联系方式: 电子邮件地址:jor***@***.capital 电话号码:-
Jordan Lahaie 的个人领英是:http://www.linkedin.com/in/jordan-lahaie-796962116
Jordan Lahaie 的办公地点:1300 114th avenue southeast, bellevue, wa, united states
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