Fortune Financial Services, Inc.

Broker-DealerFINRA MemberEst. 1997

Total AUM

—

Advisory reps

250

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 SEC-registered since 1997. The firm is owned by an individual and is classified in the source dataset as "unclassified." The snapshot flags the firm as not functioning as a capital allocator, not being an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The FINTRX record provides little detail about the firm's client mix, fee schedules, specific advisory activities, or investment preferences. There are no disclosed descriptions of investment strategies, portfolio construction approach, or manager allocations in the available data.

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 16

Sam Dalesandro
Chief Executive OfficerCRD 2924782
Paul Orchosky
Chief Compliance Officer and Vice PresidentCRD 2264939
Shawn Orser
President and CEOCRD 2962642

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Contacts

3 of 234

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