Investment, Mortgage, and Insurance Specialists

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This month's Broker Continuing Education Opportunities
Several strategic partners will be visiting our office in the upcoming months. All meetings are held in the lobby at 7PM. Come early for a free dinner at 6:30PM. Dress is casual. Please call ahead to RSVP.
 
What's going on at Fortune Financial Services
    2009 ACM Now Available!

The 2009 ACM is now available for completion! Check your email for log-on instructions. Allow 2 hours for completion.

 
Newest Resources for Agents
We have consolidated our various Suitability and Customer Disclosure Forms into a single "New Business Transmittal Form" that will be used for all securities and equity-indexed new business. Click on the link below to view the new form.

 

Welcome to Fortune Financial Services

Blake and Brian Daniels, Owner of Fortune Financial Services Welcome to Fortune Financial Services, Inc. We are a Broker Dealer located in downtown New Brighton, Pennsylvania with more than 350 independent agents across the entire United States. We pride ourselves on being one of the largest independent broker dealers in America.

We currently handle mutual funds, annuities, life insurance, and mortgages through an array of different companies. If you are looking for a specific Annuity, IMO, Mutual Fund or Mortgage company, just click the links to view our list of the most popular companies that we work closely with.

Brokers need to stay up to date, having the most up-to-date information available to remain licensed and current on changes that have taken place in the financial world. Be sure to check out our section on Continuing Education every month to get the CE Credits that you need to stay current. Also, be sure to visit our Agent Resources area to find any forms or other resources you need. If you don't see something there, let us know and we'll do our best to make sure that it is posted ASAP.

Want to meet the staff? Need to know who to talk to? Click here to meet the people working in the office.


Reps click here for 2009 Annual Compliance Meeting - RegEd


 

Mortgage

Mortgage Tools and Resources Looking for mortgage information, tools and resources?

Click here for Mortgage Tools and Resources.

Follow the Market

Mortgage Tools and Resources Stay up to date on the market with the Yahoo! Stock Ticker right on your desktop.

Click here for Yahoo! Stock Ticker.

¿Habla Español?

Mortgage Tools and Resources ¡Hablamos español! Si le interesa comunicarse con un principal del corredor en español, haz clic aquí.

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1010 Third Avenue | P.O. Box 296 | New Brighton, PA 15066 | Ph: 724-846-2488 | Fax: 724-846-0170
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