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Terry Joseph Lang

CRD# 1020423·Registered 1982 - 2026
Previously Registered: Being a previously registered professional could mean that Terry is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Terry Joseph Lang was a registered financial advisor. Terry was a previously registered financial professional and started their career in finance 1982 - 2026. Terry had worked at 14 firms and has passed the Series 63, SIE and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

44 years in the financial services industry

Current & Past Employments

FORTUNE FINANCIAL SERIVCES, LLC·CRD# 42150
BD
Jefferson, IA
May 4, 2021 - August 18, 2026
OSAIC FS, INC.·CRD# 3870
BD
Jefferson, IA
June 8, 2015 - April 9, 2021
MWA FINANCIAL SERVICES INC.·CRD# 112630
BD
Jefferson, IA
July 1, 2011 - January 15, 2015
SCF SECURITIES, INC.·CRD# 47275
BD
San Diego, CA
October 1, 2009 - April 5, 2011
FSB PREMIER WEALTH MANAGEMENT, INC.·CRD# 15898
BD
Waterloo, IA
December 15, 2004 - September 15, 2009
TRANSAMERICA FINANCIAL ADVISORS, LLC·CRD# 16164
BD
Philadelphia, PA
November 16, 1998 - December 31, 2004
HEARTLAND INVESTMENT ASSOCIATES, INC.·CRD# 26974
BD
Hiawatha, IA
January 27, 1997 - November 19, 1998
SII INVESTMENTS, INC.·CRD# 2225
BD
Appleton, WI
May 22, 1990 - December 30, 1996
ROBERT W. BAIRD & CO. INCORPORATED·CRD# 8158
BD
Milwaukee, WI
April 9, 1990 - May 11, 1990
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
BD
Milwaukee, WI
March 6, 1990 - May 11, 1990
NEW ENGLAND SECURITIES·CRD# 615
BD
New York, NY
January 9, 1986 - December 21, 1989
G. R. PHELPS & CO., INC.·CRD# 173
BD
June 24, 1983 - November 16, 1989
WOODBURY FINANCIAL SERVICES, INC.·CRD# 421
BD
May 24, 1983 - December 20, 1985
PRINCIPAL SECURITIES, INC.·CRD# 1137
BD
October 13, 1982 - June 20, 1983
G. R. PHELPS & CO., INC.·CRD# 173
BD
April 26, 1982 - November 16, 1989
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
BD
April 8, 1982 - June 17, 1983

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Current Firm

FF
FORTUNE FINANCIAL SERIVCES, LLC

FORTUNE FINANCIAL SERIVCES, LLC | FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150 / SEC#: 8-49727
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Contact Information

Main Address

3582 Brodhead Road Suite 202, Monaca, PA 15061

Mailing Address

P.o. Box 238, Monaca, PA 15061

Phone Number

(724) 846-2488

Established

Pennsylvania since 04/20/2026

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BURKE, KELLY GENECHAIRMAN2768537
BENTLEY, GREGORY JOHNPRESIDENT, CHIEF EXECUTIVE OFFICER705379
PINTARIC, WILLIAM RICHARD JRCHIEF COMPLIANCE OFFICER—
WHITENACK, MITCH LEECHIEF OPERATIONS OFFICER, FINOP, PFO, POO4794021

Disclosures

Regulatory Event

4

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1982About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 1982About the Series 6 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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