Kristin E. Wech

FORTUNE FINANCIAL SERVICES

Monaca, PA 15061

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CRD#: 6133275

Professional summary

Kristin Elizabeth Wech, who also goes by Kristin Elizabeth Brennan, Kristin E Wech, is a registered financial professional currently at FORTUNE FINANCIAL SERVICES, INC. located in Monaca, Pennsylvania.

Kristin is registered as a RR (Registered Representative) and started their career in finance in 2019. Kristin has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Kristin Elizabeth Brennan | Kristin E Wech

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.

(1)Name of Business: Boston Harbor Wealth Advisors Address: 111 Williams St, Mansfield, MA, 02048, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Junior Advisor to FA, Jeanne Hagar Boston Harbor Wealth Advisors (National Producer License) from 3/1/2019 to 12/31/2025 Boston Harbor Wealth dba Pensionmark Financial Group, LLC (Licensed Support Staff) from 7/1/2024 to Current World Investments, Inc. (Licensed Support Staff) from 7/1/2024 to Current

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kristin Elizabeth Wech'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 9, 2025 - Present

FORTUNE FINANCIAL SERVICES, INC.

Office #1: 3582 Brodhead Road Suite 202, Monaca, PA 15061

CRD#: 42150

Monaca, PA

Past

July 3, 2024 - October 8, 2025

WORLD INVESTMENT ADVISORS, LLC

RIA

CRD#: 208512

MANSFIELD, MA

Past

June 28, 2024 - October 8, 2025

WORLD INVESTMENTS, LLC

CRD#: 20626

Mansfield, MA

Past

June 21, 2019 - June 28, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

MANSFIELD, MA

Past

January 30, 2019 - June 28, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

MANSFIELD, 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

Massachusetts
(9/9/2025)

Exams

State Security Law Exam

IAR

Series 66

Date: 6/5/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/30/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/28/2018

Securities Industry Essentials 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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Kristin E. Wech

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kristin Elizabeth Wech's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTUNE FINANCIAL SERVICES, INC.

WORLD INVESTMENT ADVISORS, LLC

WORLD INVESTMENTS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/5/2019

Series 7TO

Date: 1/30/2019

SIE

Date: 12/28/2018

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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