ROBERTO FORTUNA is an investment adviser representative (IAR) with state registration records since 2025, appearing at 2 firms. Currently registered with CORE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CORE PLANNING, LLC | 2026-01-27 | present | Yes |
| IMAGINE FINANCIAL SECURITY LLC | 2025-03-13 | 2026-01-02 | — |