Margaret Fanelli-granger

FORTUNE FINANCIAL SERVICES

Northport, NY

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CRD#: 2650042

Professional summary

Margaret Fanelli-granger, who also goes by Margaret Fanelli, Margaret Fanelligranger, Margaret Granger, is a registered financial professional currently at FORTUNE FINANCIAL SERVICES, INC. located in Northport, New York.

Margaret is registered as a RR (Registered Representative) and started their career in finance in 1995. Margaret has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Margaret Fanelli | Margaret Fanelligranger | Margaret Granger

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 Margaret Fanelli-granger'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

October 15, 2018 - Present

FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150

Northport, NY

Past

January 17, 2012 - October 15, 2018

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

SAN DIEGO, CA

Past

January 2, 2009 - December 31, 2011

FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150

NORTHPORT, NY

Past

December 14, 2005 - December 1, 2008

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

BAY SHORE, NY

Past

September 7, 2001 - December 15, 2005

CADARET, GRANT & CO., INC.

CRD#: 10641

SYRACUSE, NY

Past

November 30, 2000 - September 27, 2001

TOWER SQUARE SECURITIES, INC.

CRD#: 833

EL SEGUNDO, CA

Past

December 11, 1995 - December 5, 2000

BERKSHIRE EQUITY SALES, INC.

CRD#: 87

PITTSFIELD, MA

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
(10/15/2018)

Massachusetts
(10/15/2018)

New Hampshire
(5/18/2022)

New Jersey
(10/15/2018)

New York
(10/15/2018)

North Carolina
(5/27/2025)

South Carolina
(1/3/2023)

Virginia
(1/2/2025)

Exams

State Security Law Exam

Series 63

Date: 11/9/1995

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: 12/8/1995

Investment Company Products/Variable Contracts 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

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.

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Firm Stability Insights

Margaret Fanelli-granger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Margaret Fanelli-granger's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESTERS EQUITY SERVICES, INC.

FORTUNE FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

CADARET, GRANT & CO., INC.

TOWER SQUARE SECURITIES, INC.

BERKSHIRE EQUITY SALES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/9/1995

SIE

Date: 10/1/2018

Series 6

Date: 12/8/1995

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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