Jennifer L. Lattanzio
Professional summary
Jennifer Lyn Lattanzio, who also goes by Jennifer Lyn Berkebile, Jennifer Berkebile, Jennifer L Covan, Jennifer Lyn Wholf, is a registered financial professional currently at FORTUNE FINANCIAL SERVICES, INC. located in Monaca, Pennsylvania.
Jennifer is registered as a RR (Registered Representative) and started their career in finance in 2000. Jennifer has worked at 12 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jennifer Lyn Lattanzio's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 9, 2022 - Present
FORTUNE FINANCIAL SERVICES, INC.
Office #1: 3582 Brodhead Road Suite 202, Monaca, PA 15061October 4, 2019 - May 31, 2022
BFC PLANNING, INC.
October 4, 2019 - May 31, 2022
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
November 8, 2018 - March 11, 2019
BFC PLANNING, INC.
November 8, 2018 - March 11, 2019
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
January 30, 2015 - July 26, 2018
STONEX ADVISORS INC.
December 17, 2014 - January 30, 2015
WRP INVESTMENTS, INC.
October 16, 2014 - July 26, 2018
STONEX SECURITIES INC.
June 12, 2013 - October 10, 2014
WRP INVESTMENTS, INC.
June 11, 2013 - October 10, 2014
WRP INVESTMENTS, INC.
July 8, 2011 - September 7, 2012
THE HUNTINGTON INVESTMENT COMPANY
May 20, 2011 - September 7, 2012
THE HUNTINGTON INVESTMENT COMPANY
November 13, 2007 - March 2, 2010
CITIZENS SECURITIES, INC.
November 1, 2007 - March 2, 2010
CITIZENS SECURITIES, INC.
June 22, 2006 - October 22, 2007
CHASE INVESTMENT SERVICES CORP.
July 6, 2005 - October 22, 2007
CHASE INVESTMENT SERVICES CORP.
September 29, 2003 - July 6, 2005
BANC ONE SECURITIES CORPORATION
June 11, 2001 - January 8, 2003
KEYBANC CAPITAL MARKETS INC.
December 1, 2000 - April 27, 2001
A. G. EDWARDS & SONS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/9/2022)
(8/10/2022)
Exams
FINRA
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 |
Red Flags
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