Fortune Financial Services, Inc.

Broker-DealerFINRA MemberEst. 1997

Total AUM

—

Advisory reps

253

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. Ownership is listed as individual and the firm is classified in FINTRX as "Unclassified." The snapshot data identifies the firm as not acting as a capital allocator and indicates it does not report active ESG investing activity. The record also notes the firm is not designated as a multi-state adviser, not a pension consultant, and not a related adviser. FINTRX does not supply descriptive entries for the firm's client base, fee structure, business activities, or advisory services, so there is no detail in the dataset about client segments served or the specific advisory model the firm uses.

Assets & Accounts

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 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 239

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