Edward R. Iversen

FORTUNE FINANCIAL SERVICES

Staten Island, NY 10309

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CRD#: 1753465

Professional summary

Edward Raymond Iversen JR is a registered financial professional currently at FORTUNE FINANCIAL SERVICES, INC. located in Staten Island, New York.

Edward is registered as a RR (Registered Representative) and started their career in finance in 1987. Edward has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Edward Raymond Iversen JR's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 4, 2008 - Present

FORTUNE FINANCIAL SERVICES, INC.

Office #1: 46 Bombay St., Staten Island, NY 10309

CRD#: 42150

Staten Island, NY

Past

September 27, 2006 - July 30, 2007

AFFILIATED FUNDING CORP.

CRD#: 104256

DENVER, CO

Past

April 28, 1989 - October 5, 2004

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

March 1, 1989 - May 8, 1989

U.S. ADVISORS, INC.

CRD#: 10721

Past

September 19, 1988 - February 27, 1989

ALLIED CAPITAL GROUP, INC.

CRD#: 13146

Past

November 25, 1987 - March 21, 1988

GRAYSTONE NASH, INC.

CRD#: 10635

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Florida
(1/4/2010)

Maryland
(1/5/2022)

New Jersey
(1/4/2010)

New York
(1/4/2008)

Pennsylvania
(1/3/2020)

Exams

State Security Law Exam

Series 63

Date: 1/24/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/21/1987

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150 / SEC#: , 8-49727

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)

Documents

Customer Relationship Summary (CRS / FINRA)

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

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Edward R. Iversen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Edward Raymond Iversen JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

AFFILIATED FUNDING CORP.

MUTUAL SERVICE CORPORATION

U.S. ADVISORS, INC.

ALLIED CAPITAL GROUP, INC.

GRAYSTONE NASH, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/24/1989

SIE

Date: 10/1/2018

Series 7

Date: 11/21/1987

FINRA

Current Firm

FORTUNE FINANCIAL SERVICES, INC.

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

FORTUNE FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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