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FIRM PROFILE
Overview
FORTUNE FINANCIAL SERVICES, INC. is located at 3582 Brodhead Road Suite 202, Monaca, PA 15061 and was first established at Philadelphia, Pennsylvania in 10/21/1996. After operating for 29 years, FORTUNE FINANCIAL SERVICES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of FORTUNE FINANCIAL SERVICES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. FORTUNE FINANCIAL SERVICES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at FORTUNE FINANCIAL SERVICES, INC. are registered to handle securities or provide financial advice. The firm has 4 disclosures, 4 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access FORTUNE FINANCIAL SERVICES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at FORTUNE FINANCIAL SERVICES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for FORTUNE FINANCIAL SERVICES, INC. Comes From
Understanding the Statistics for FORTUNE FINANCIAL SERVICES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
3582 Brodhead Road Suite 202, Monaca, PA 15061
P.o. Box 238, Monaca, PA 15061
Medium
(724) 846-2488
Pennsylvania since 10/21/1996
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | 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 |
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Advisor's working at FORTUNE FINANCIAL SERVICES, INC.
Joseph Patrick Kirlin III
Richard Dale Patterson
Gary M Tsujimoto
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