John J. Meo
Professional summary
John J Meo III is a registered financial professional currently at FORTUNE FINANCIAL SERVICES, INC. located in Naples, Florida.
John is registered as a RR (Registered Representative) and started their career in finance in 2025. John has worked at 1 firm and has passed the Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view John J Meo III's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 13, 2025 - Present
FORTUNE FINANCIAL SERVICES, INC.
Office #1: 3811 Airport-pulling Road North Suite 207, Naples, FL 34105State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/13/2025)
Exams
Series 6TO
Date: 10/13/2025
Investment Company Products/Variable Contracts Representative ExaminationFINRA
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 |
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