Robert P. Berk
Professional summary
Robert Paul Berk, who also goes by Bob Berk, is a registered financial professional currently at FORTUNE FINANCIAL SERVICES, INC. located in S Daytona, Florida.
Robert is registered as a RR (Registered Representative) and started their career in finance in 1987. Robert has worked at 4 firms and has passed the Series 6TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Robert Paul Berk's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 5, 2023 - Present
FORTUNE FINANCIAL SERVICES, INC.
April 18, 2023 - October 4, 2023
HORNOR, TOWNSEND & KENT, LLC
October 5, 2004 - May 9, 2017
OSAIC FS, INC.
June 23, 1993 - August 24, 2004
HORNOR, TOWNSEND & KENT, LLC
November 27, 1987 - December 31, 1991
NEW ENGLAND SECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/5/2023)
Exams
Series 6TO
Date: 4/18/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
FORTUNE FINANCIAL SERVICES, INC.
CRD#: 42150 / SEC#: , 8-49727
Contact information
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
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