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GE

Garry C. Engelmann

FORTUNE FINANCIAL SERVICES
Pipersville, PA 18947
Some features on this profile are disabled
CRD#: 1839102
GE

Professional summary

Garry Carl Engelmann is a registered financial professional currently at FORTUNE FINANCIAL SERVICES, INC. located in Pipersville, Pennsylvania.

Garry is registered as a RR (Registered Representative) and started their career in finance in 1991. Garry has worked at 5 firms and has passed the Series 63, SIE, Series 6 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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Garry Carl Engelmann'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

December 13, 2004 - Present

FORTUNE FINANCIAL SERVICES, INC.

Office #1: 7137 Old Easton Road Suite 105, Pipersville, PA 18947
BD
CRD#: 42150
Pipersville, PA
Past

April 8, 2002 - December 7, 2004

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

April 5, 1995 - January 28, 2002

HACKETT ASSOCIATES, INC.

BD
CRD#: 2106
WYOMISSING, PA
Past

February 14, 1994 - March 7, 1995

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
WAVERLY, IA
Past

June 3, 1991 - February 2, 1994

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
(7/21/2015)
RR
Arkansas
(9/21/2011)
RR
Colorado
(1/4/2016)
RR
Connecticut
(5/31/2011)
RR
Delaware
(7/25/2016)
RR
Florida
(2/7/2006)
RR
Georgia
(9/21/2011)
RR
Illinois
(1/3/2017)
RR
Louisiana
(3/7/2014)
RR
Maine
(2/8/2011)
RR
Maryland
(1/2/2015)
RR
Massachusetts
(6/6/2012)
RR
Michigan
(5/26/2011)
RR
Mississippi
(3/7/2014)
RR
Missouri
(1/2/2019)
RR
New Hampshire
(6/14/2011)
RR
New Jersey
(5/15/2009)
RR
New York
(9/21/2011)
RR
North Carolina
(9/21/2011)
RR
Ohio
(1/5/2022)
RR
Pennsylvania
(12/13/2004)
RR
Texas
(1/5/2022)
RR
Virginia
(8/2/2011)

Exams

State Security Law Exam
RR
Series 63
Date: 5/2/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 5/31/1991
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 10/25/2007
Investment Company Products/Variable Contracts Principal Examination
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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
DANIELS, BLAKE WILLIAMCHAIRMAN OF THE BOARD; SECRETARY;TREASURER;CFO1285106
DANIELS, BRIAN LEEOWNER1213561
BENTLEY, GREGORY JOHNPRESIDENT, CHIEF EXECUTIVE OFFICER705379
PINTARIC, WILLIAM RICHARD JRCHIEF COMPLIANCE OFFICER
WHITENACK, MITCH LEECHIEF OPERATIONS OFFICER, FINOP, PFO, POO4794021

Disclosures

Regulatory Event4

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.

Company Information

FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150Pipersville, PA 18947

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