AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
AR

Alvin Rush

FORTUNE FINANCIAL SERVICES
Green Village, NJ 07935
Some features on this profile are disabled
CRD#: 815539
AR

Professional summary


Alvin Rush is a registered financial professional currently at FORTUNE FINANCIAL SERVICES, INC. located in Green Village, New Jersey.

Alvin is registered as a RR (Registered Representative) and started their career in finance in 1975. Alvin has worked at 8 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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 Alvin Rush'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

October 13, 2016 - Present

FORTUNE FINANCIAL SERVICES, INC.

Office #1: 667 Shunpike Road Suite 8, Green Village, NJ 07935
BD
CRD#: 42150
Green Village, NJ
Past

May 5, 2003 - September 7, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
GREEN VILLAGE, NJ
Past

May 5, 2003 - September 7, 2016

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
GREEN VILLAGE, NJ
Past

June 25, 2002 - May 13, 2003

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
EDISON, NJ
Past

January 1, 1992 - May 13, 2003

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

August 23, 1984 - January 1, 1992

CHRIS SECURITIES INC.

BD
CRD#: 4453
Past

November 23, 1982 - March 27, 1984

CINCINNATI ANALYSTS, INC.

BD
CRD#: 5478
Past

December 27, 1978 - February 10, 1982

VP DISTRIBUTORS LLC

BD
CRD#: 3036
Past

November 21, 1975 - May 30, 1981

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
Past

November 21, 1975 - May 30, 1981

OSAIC FA, INC.

BD
CRD#: 3978

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
California
(5/30/2025)
RR
Connecticut
(10/13/2016)
RR
Delaware
(6/8/2017)
RR
Florida
(2/8/2017)
RR
Georgia
(10/13/2016)
RR
Maryland
(1/3/2017)
RR
New Jersey
(2/28/2017)
RR
New York
(10/13/2016)
RR
North Carolina
(6/12/2024)
RR
Pennsylvania
(9/20/2019)
RR
Texas
(1/2/2018)
RR
Virginia
(6/6/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/26/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 11/17/1975
Registered Representative Examination
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 42150Green Village, NJ 07935

TRUST BUT VERIFY

Monitor Alvin Rush

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Sungmin Ryan Park
Sungmin Ryan ParkAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
Florham Park, NJ
Shivam S Mittal
Shivam MittalAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Summit, NJ
Theresa Liane Henry
Theresa HenryAdvisorCheck Check Mark
PFS INVESTMENTS INC.
RR
East Rutherford, NJ
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics