Fortune Financial Services, Inc
Fortune Financial Services, Inc. is a premier independent broker dealer located in the historic town of New Brighton, Pennsylvania. For nearly two decades we have been providing financial solutions for our advisors and their clients offering a full compliment of mutual funds, annuities, and other insurance products. Our goal is to treat our representatives and their clients in a way that is mutually respectful, honest, and friendly. Through the years this commitment has allowed Fortune to build strong relationships with our financial representatives. Our representatives know they can count on us to provide them the tools necessary to help them build their business. We also understand that just about every broker dealer offers many of the same products. But what makes Fortune Financial Services stand out is that we still do business the ‘Old Fashion Way.” That is, we have to earn the trust of our representatives every day.
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Verified contacts
14
available on Kipplo
LinkedIn employees
26
11 to 50 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
0
tools in use
Monthly traffic
60
organic / mo
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- JO
James O. Herlocker
Wealth Manager · Finance & Accounting
EmailPhone - CH
Cindy Homan
Compliance Administrator · Finance & Accounting
EmailPhone - ED
Edward Destefano
Registered Representative, Insurance Agent · Other
EmailPhone - EA
Emily A. Martin
Registered Representative · Sales & Business Development
EmailPhone - JC
John Chervick
Registered Representative · Sales & Business Development
EmailPhone - KA
Katherine A. Praydick-Meo
Financial Advisor · Finance & Accounting
EmailPhone - LH
Lisa Heinnickel
Independent Investment Broker · Sales & Business Development
EmailPhone - PB
Paul Bergamaschi
Senior Registered Representative · Finance & Accounting
EmailPhone
Showing 8 of 14 verified contacts
Top roles at Fortune Financial Services, Inc
10 distinct titles indexed · top 10 shown.
- 3registered representative
- 2financial advisor
- 2wealth manager
- 1administrative technology specialist
- 1chief operating officer
- 1compliance administrator
- 1compliance officer
- 1independent investment broker
- 1registered representative, insurance agent
- 1senior registered representative
Sign up to unlock all 14 contacts at Fortune Financial Services, Inc
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