Touria Kortobi
Professional summary
Touria Kortobi is a registered financial professional currently at FORTUNE FINANCIAL SERVICES, INC. located in Melville, New York.
Touria is registered as a RR (Registered Representative) and started their career in finance in 1990. Touria has worked at 10 firms and has passed the Series 63, Series 6TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Touria Kortobi's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 1, 2022 - Present
FORTUNE FINANCIAL SERVICES, INC.
July 17, 2015 - March 11, 2022
LIBERTY PARTNERS FINANCIAL SERVICES, LLC
January 18, 2013 - July 22, 2015
KOVACK SECURITIES INC.
June 30, 2006 - January 18, 2013
AMERITAS INVESTMENT COMPANY, LLC
October 5, 2004 - June 30, 2006
CARILLON INVESTMENTS, INC.
July 8, 2004 - September 10, 2004
USALLIANZ SECURITIES, INC.
November 27, 1990 - June 24, 2004
METROPOLITAN LIFE INSURANCE COMPANY
November 27, 1990 - June 24, 2004
MSI FINANCIAL SERVICES, INC.
April 25, 1990 - October 30, 1990
IDS LIFE INSURANCE COMPANY
April 25, 1990 - October 30, 1990
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/1/2022)
(3/1/2022)
(3/1/2022)
(3/1/2022)
(1/2/2025)
(3/12/2025)
(3/1/2022)
(5/31/2023)
(3/13/2023)
(5/14/2026)
(3/1/2022)
(3/1/2022)
(3/1/2022)
(3/1/2022)
Exams
Series 6TO
Date: 1/2/2023
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 |
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