Craig E. Vukich

FORTUNE FINANCIAL SERVICES

Beaver Falls, PA

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CRD#: 1904074

Professional summary

Craig Edward Vukich is a registered financial professional currently at FORTUNE FINANCIAL SERVICES, INC. located in Beaver Falls, Pennsylvania.

Craig is registered as a RR (Registered Representative) and started their career in finance in 1988. Craig has worked at 7 firms and has passed the Series 63, SIE, Series 6 and Series 26 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 Craig Edward Vukich'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

November 2, 2016 - Present

FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150

Beaver Falls, PA

Past

July 18, 2013 - November 7, 2016

INVESTACORP, INC.

CRD#: 7684

BEAVER FALLS, PA

Past

November 3, 2010 - July 19, 2013

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

BEAVER FALLS, PA

Past

August 28, 2008 - April 10, 2012

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

PITTSBURGH, PA

Past

January 14, 2008 - July 14, 2008

INVESTACORP, INC.

CRD#: 7684

NEW BRIGHTON, PA

Past

January 3, 2007 - December 31, 2007

WELLSTONE SECURITIES, LLC

CRD#: 121559

NEW BRIGHTON, PA

Past

June 16, 1999 - December 31, 2006

OLDE ECONOMIE FINANCIAL CONSULTANTS, LTD.

CRD#: 21304

BADEN, PA

Past

December 21, 1988 - June 9, 1999

NATIONWIDE SECURITIES, LLC

CRD#: 11173

COLUMBUS, OH

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
(11/2/2016)

North Carolina
(1/2/2018)

Ohio
(11/2/2016)

Pennsylvania
(11/2/2016)

Virginia
(1/8/2024)

West Virginia
(6/22/2022)

Exams

State Security Law Exam

Series 63

Date: 12/20/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/20/1988

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 2/29/2000

Investment Company Products/Variable Contracts Principal 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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Craig E. Vukich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Craig Edward Vukich's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTACORP, INC.

WOODBURY FINANCIAL SERVICES, INC.

HIMCO DISTRIBUTION SERVICES COMPANY

INVESTACORP, INC.

WELLSTONE SECURITIES, LLC

OLDE ECONOMIE FINANCIAL CONSULTANTS, LTD.

NATIONWIDE SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/20/1988

SIE

Date: 10/1/2018

Series 6

Date: 12/20/1988

Series 26

Date: 2/29/2000

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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