Mitch L. Whitenack

FORTUNE FINANCIAL SERVICES

Cantonment, FL

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CRD#: 4794021

Professional summary

Mitch Lee Whitenack is a registered financial advisor currently at FORTUNE FINANCIAL SERVICES, INC. located in Cantonment, Florida.

Mitch is registered as a RR (Registered Representative) and started their career in finance in 2006. Mitch has worked at 9 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 27 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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 Mitch Lee Whitenack'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

September 10, 2012 - Present

FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150

Cantonment, FL

Past

April 30, 2012 - December 17, 2012

CARIS & COMPANY, INC.

CRD#: 104235

SAN DIEGO, CA

Past

April 5, 2012 - January 4, 2013

MARKEL NEWTON

CRD#: 131662

TOLUCA LAKE, CA

Past

August 9, 2011 - January 2, 2013

WEALTH SPACE ASSET MANAGEMENT

CRD#: 127507

MCDONOUGH, GA

Past

May 21, 2010 - September 2, 2010

TALLEY & COMPANY

CRD#: 29203

NEWPORT BEACH, CA

Past

April 27, 2010 - December 15, 2011

GONOW SECURITIES, INC.

CRD#: 104020

LOS ANGELES, CA

Past

July 13, 2009 - August 25, 2009

GB INVESTMENT SECURITIES, INC.

CRD#: 22562

LOS ANGELES, CA

Past

May 24, 2007 - March 3, 2008

WFP SECURITIES

RIA

CRD#: 35098

SAN DIEGO, CA

Past

May 24, 2007 - March 3, 2008

WFP SECURITIES

CRD#: 35098

SAN DIEGO, CA

Past

November 3, 2006 - May 17, 2007

TD AMERITRADE, INC.

CRD#: 7870

SAN DIEGO, CA

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

Arizona
(8/5/2025)

California
(10/17/2012)

Florida
(10/9/2024)

Kentucky
(9/27/2024)

Michigan
(6/13/2025)

Ohio
(1/29/2025)

Oklahoma
(5/1/2018)

Pennsylvania
(9/11/2012)

South Carolina
(6/30/2025)

Utah
(8/29/2025)

Exams

State Security Law Exam

IAR

Series 66

Date: 11/20/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/28/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 8/21/2009

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 11/6/2007

General Securities Principal 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

Mitch L. Whitenack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Mitch Lee Whitenack's CRS (Customer Relationship Summary).

Certified licenses

Experience

CARIS & COMPANY, INC.

MARKEL NEWTON

WEALTH SPACE ASSET MANAGEMENT

TALLEY & COMPANY

GONOW SECURITIES, INC.

GB INVESTMENT SECURITIES, INC.

WFP SECURITIES

WFP SECURITIES

TD AMERITRADE, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/20/2006

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/28/2006

Series 27

Date: 8/21/2009

Series 24

Date: 11/6/2007

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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