BD
Blake W. Daniels
FORTUNE FINANCIAL SERVICES
Monaca, PA 15061
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CRD#: 1285106
BD
Professional summary
Blake William Daniels is a registered financial professional currently at FORTUNE FINANCIAL SERVICES, INC. located in Monaca, Pennsylvania.
Blake is registered as a RR (Registered Representative) and started their career in finance in 1984. Blake has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 6, Series 27 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
Other business activities
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.
CRS (Client Relationship Summary) - BD
Click below to view Blake William Daniels's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 18, 1997 - Present
FORTUNE FINANCIAL SERVICES, INC.
Office #1: 3582 Brodhead Road Suite 202, Monaca, PA 15061BD
CRD#: 42150
Monaca, PA
Past
February 19, 2020 - April 28, 2026
PROSPERITY WEALTH MANAGEMENT, INC.
RIA
CRD#: 174328
San Ramon, CA
Past
February 9, 2015 - December 31, 2019
PROSPERITY WEALTH MANAGEMENT, INC.
RIA
CRD#: 174328
SAN RAMON, CA
Past
November 12, 2012 - February 25, 2015
COINBASE CAPITAL MARKETS CORP
BD
CRD#: 10722
NEW YORK, NY
Past
January 1, 1991 - December 31, 1996
BEACONSFIELD FINANCIAL SERVICES, INC.
BD
CRD#: 14634
CANONSBURG, PA
Past
February 23, 1990 - December 31, 1990
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.
BD
CRD#: 2864
BRYAN, OH
Past
August 21, 1984 - February 13, 1990
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/11/2009)
RR
Alaska(9/11/2009)
RR
Arizona(8/6/2009)
RR
Arkansas(8/6/2009)
RR
California(9/11/2009)
RR
Colorado(9/11/2009)
RR
Connecticut(9/11/2009)
RR
Delaware(9/11/2009)
RR
District of Columbia(9/11/2009)
RR
Florida(12/1/2006)
RR
Georgia(9/11/2009)
RR
Hawaii(8/11/2009)
RR
Idaho(9/11/2009)
RR
Illinois(9/11/2009)
RR
Indiana(2/2/2005)
RR
Iowa(9/11/2009)
RR
Kansas(9/11/2009)
RR
Kentucky(9/11/2009)
RR
Louisiana(8/11/2009)
RR
Maine(9/11/2009)
RR
Maryland(9/11/2009)
RR
Massachusetts(9/11/2009)
RR
Michigan(9/11/2009)
RR
Minnesota(9/11/2009)
RR
Mississippi(9/11/2009)
RR
Missouri(9/11/2009)
RR
Montana(9/11/2009)
RR
Nebraska(9/11/2009)
RR
Nevada(8/18/2014)
RR
New Hampshire(8/11/2009)
RR
New Jersey(10/20/2008)
RR
New Mexico(9/11/2009)
RR
New York(9/11/2009)
RR
North Carolina(9/11/2009)
RR
North Dakota(9/11/2009)
RR
Ohio(9/11/2009)
RR
Oklahoma(9/11/2009)
RR
Oregon(8/6/2009)
RR
Pennsylvania(1/2/1997)
RR
Rhode Island(12/1/2006)
RR
South Carolina(8/11/2009)
RR
South Dakota(9/11/2009)
RR
Tennessee(4/19/2023)
RR
Texas(9/11/2009)
RR
Utah(8/6/2009)
RR
Vermont(9/11/2009)
RR
Virginia(9/11/2009)
RR
Washington(2/1/2008)
RR
West Virginia(9/11/2009)
RR
Wisconsin(8/11/2009)
RR
Wyoming(8/6/2009)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FF
FORTUNE FINANCIAL SERVICES, INC.
FORTUNE FINANCIAL SERVICES, INC.
CRD#: 42150 / SEC#: , 8-49727
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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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 10/21/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DANIELS, BLAKE WILLIAM | CHAIRMAN OF THE BOARD; SECRETARY;TREASURER;CFO | 1285106 |
| DANIELS, BRIAN LEE | OWNER | 1213561 |
| BENTLEY, GREGORY JOHN | PRESIDENT, CHIEF EXECUTIVE OFFICER | 705379 |
| PINTARIC, WILLIAM RICHARD JR | CHIEF COMPLIANCE OFFICER | |
| WHITENACK, MITCH LEE | CHIEF OPERATIONS OFFICER, FINOP, PFO, POO | 4794021 |
Disclosures
| Regulatory Event | 4 |
Red Flags
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.
