Fortune Financial Services, Inc.

Broker-DealerFINRA MemberEst. 1997

Total AUM

—

Advisory reps

252

Avg account

Firm details

Headquarters: Monaca, Pennsylvania
CRD number: 42150
Registered since: February 18, 1997
Website: fortunefinancialservices.com

Firm profile

FINTRX

Overview

Fortune Financial Services, Inc. is organized as a corporation and has been registered with the SEC since 1997. The firm is listed as owned by an individual and is classified in the source data as "Unclassified." The available snapshot does not identify the firm as a capital allocator. The firm is not flagged as an active ESG investor and is not designated as a multi-state adviser in the provided data. It is also not identified as newly formed, a pension consultant, or a related adviser under the source attributes.

Assets & Accounts

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 14

Sam Dalesandro
Chief Executive OfficerCRD 2924782
Shawn Orser
President and CEOCRD 2962642
Aaron Gardner
Chief Compliance OfficerCRD 2838431

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Contacts

3 of 238

James Fosbre
Investment Adviser Representative, Registered RepresentativeCRD 2389064
Michael Mcpeek
Registered RepresentativeCRD 1715323
Lisa Heinnickel
Registered RepresentativeCRD 4137084