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DH

David A. Hamm

FORTUNE FINANCIAL SERVICES
Eastlake, OH 44095
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CRD#: 2822355
DH

Professional summary


David Allen Hamm, who also goes by David A Hamm, is a registered financial professional currently at FORTUNE FINANCIAL SERVICES, INC. located in Eastlake, Ohio.

David is registered as a RR (Registered Representative) and started their career in finance in 1996. David has worked at 3 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


David A Hamm

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 David Allen Hamm'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 6, 2019 - Present

FORTUNE FINANCIAL SERVICES, INC.

Office #1: 1452 East 361st Street, Eastlake, OH 44095
BD
CRD#: 42150
Eastlake, OH
Past

June 30, 2017 - June 11, 2019

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
EAST LAKE, OH
Past

June 30, 2017 - June 11, 2019

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EAST LAKE, OH
Past

June 21, 2002 - July 10, 2017

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
EASTLAKE, OH
Past

December 18, 1996 - July 10, 2017

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
EASTLAKE, OH

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
Florida
(6/6/2019)
RR
Ohio
(6/6/2019)
RR
Pennsylvania
(6/6/2019)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/18/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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#: 42150Eastlake, OH 44095

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