Fortune Puleo, Certified Annuity Advisor (CAA) | Verified
Verified advisor

Fortune Puleo

Fortune Puleo holds the Certified Annuity Advisor (CAA) designation, active and in good standing. The CAA designation is listed with FINRA in its Professional Designations database.

FP
Verified CAA

Fortune Puleo

Designation active and in good standing

Designation Certified Annuity Advisor (CAA)

CAA ID CAA-2026-SJ1HW2H

Location NJ

Checked September 15, 2026

This confirms the person holds the Certified Annuity Advisor designation, which is listed with FINRA's Professional Designations database. It is issued by Financial Planning Institute, an educational organization, and is not a securities or insurance license; verify any license with the appropriate regulator.