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GS

Gustavo E. Selva

FORTUNE FINANCIAL SERVICES
Chicago, IL 60640
Some features on this profile are disabled
CRD#: 2662671
GS

Professional summary

Gustavo Enrique Selva, who also goes by Gus Selva, is a registered financial professional currently at FORTUNE FINANCIAL SERVICES, INC. located in Chicago, Illinois.

Gustavo is registered as a RR (Registered Representative) and started their career in finance in 1995. Gustavo has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Gus Selva

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.
SELVA FINANCIAL SERVICES (INSURANCE AGENCY) POSITION: PRESIDENT NATURE: NON INVESTED RALATED AND INVESTMENT RELATED INSURANCE SALES : NUMBER OF HOURS: 60 START DATE: 10/08/2007 ADDRESS: 4610 N CLARK ST #1044, CHICAGO IL 60640 DESCRIPTION: EXECUTIVE OFFICER AND PRODUCER

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Gustavo Enrique Selva'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

June 3, 2024 - Present

FORTUNE FINANCIAL SERVICES, INC.

Office #1: 4610 N Clark Street #1044, Chicago, IL 60640
BD
CRD#: 42150
Chicago, IL
Past

April 1, 2021 - June 5, 2024

GROVE POINT ADVISORS, LLC

RIA
CRD#: 313171
Chicago, IL
Past

January 5, 2012 - April 1, 2021

GROVE POINT INVESTMENTS, LLC

RIA
CRD#: 1763
Chicago, IL
Past

January 5, 2012 - June 5, 2024

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
Chicago, IL
Past

January 7, 2010 - January 4, 2012

INDEPENDENT FINANCIAL GROUP, LLC

RIA
CRD#: 7717
CHICAGO, IL
Past

January 7, 2010 - January 4, 2012

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
CHICAGO, IL
Past

September 8, 2009 - December 31, 2009

LPL FINANCIAL LLC

RIA
CRD#: 6413
CHICAGO, IL
Past

September 8, 2009 - December 31, 2009

LPL FINANCIAL LLC

BD
CRD#: 6413
CHICAGO, IL
Past

May 19, 2006 - September 8, 2009

WATERSTONE FINANCIAL GROUP, INC.

RIA
CRD#: 10078
CHICAGO, IL
Past

May 23, 2005 - September 8, 2009

WATERSTONE FINANCIAL GROUP, INC.

BD
CRD#: 10078
CHICAGO, IL
Past

December 14, 1995 - May 17, 2005

PEB FINANCIAL GROUP, INC.

BD
CRD#: 7708
CHICAGO, IL

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
Illinois
(6/3/2024)
RR
Wisconsin
(6/3/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/21/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/12/1996
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: 12/13/1995
Investment Company Products/Variable Contracts Representative 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)
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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)

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#: 42150Chicago, IL 60640

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