Kristina Bell

Client Services at Fortune Wealth Management - Dallas, TX, US

Kristina Bell's Contact Details
HQ
972-716-8002
Location
Dallas,Texas,United States
Company
Fortune Wealth Management
Kristina Bell's Company Details
Fortune Wealth Management logo, Fortune Wealth Management contact details

Fortune Wealth Management

Dallas, TX, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

As independent professional advisors, we offer you a personalized financial strategy. Your individual portfolio will be based on your unique situation, your attitudes and preferences, your dreams and goals. It will be designed to account for change, both in the markets and in your circumstances, We focus on each client's complete financial picture, from building a nest egg to passing assets on to heirs. We are dedicated to the success of our clients through quality individualized planning, thoughtful advice, sound risk management as well as solid money management. For more information about our services, please visit our website at www.fortunewealthmanagement.com. Investment advice offered through Fortune Wealth Management, LLC, registered with the United States Securities and Exchange Commission as a Registered Investment Adviser. Fortune Wealth Management, LLC may only transact business in a state if first registered, excluded or exempted from state investment adviser registration requirements. Several of our associates are registered representatives of Silver Oak Securities. Securities are offered through registered representatives of Silver Oak Securities, member of FINRA and SIPC Third party posts found on this profile do not reflect the views of Fortune Wealth Management, LLC and have not been reviewed by Fortune Wealth Management, LLC as to accuracy or completeness.

Investment Management Financial Planning Investment Bank/Securities Brokerage Management Investment Open-ended
Details about Fortune Wealth Management
Frequently Asked Questions about Kristina Bell
Kristina Bell currently works for Fortune Wealth Management, LLC.
Kristina Bell's role at Fortune Wealth Management, LLC is Client Services.
Kristina Bell's email address is ***@fortunewealthmanagement.com. To view Kristina Bell's full email address, please signup to ConnectPlex.
Kristina Bell works in the Investment Management industry.
Kristina Bell's colleagues at Fortune Wealth Management are Ashwin Jain, Saiteja Chinni, Lana Jose, Joe Kreck, Sonja White, Jabeen Farhana, Jose Kaithayil and others.
Kristina Bell's phone number is 972-716-8002
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