MESSAGE FROM OUR CEO

 

Our representatives consistently comment on how easy it is to do business with us.

 

At Fortune Financial Services, Inc. we are committed to helping our representatives streamline their business processes to maximize their opportunity for growth. We do this through “keeping it simple” and conducting business directly with the investment companies, which means there are no brokerage accounts necessary. Our representatives have access to a full complement of the top investment companies in the industry and we have been able to keep our costs low, so our representatives will not pay high on-going fees.

We also make it easy for our representatives to do business by being readily available when needed. We are committed to building very strong relationships with all of our financial representatives. It is because of this commitment; we have a track record of successful growth and continued profitability. We understand that our client is the financial professional. Our family culture means our representatives know us and can count on us. We encourage them to call any member of Fortune to ask any questions or discuss any issues they may be having. Many call just to say hello. It’s that personal touch that sets us apart.

If you are looking to partner with a broker dealer that knows you personally and makes it easy for you to conduct your business, learn more about how Fortune Financial Services, Inc. can fill that need. I encourage you to call me so we can explore the benefits of being a Fortune Representative.

Sincerely,


Greg

Gregory J. Bentley
President
Chief Executive Officer

 

Reach out to Greg

(844) 792-2428

Gregory BentleyPresident / CEO

With over 40 years of experience in the financial services industry, Greg serves as the President & CEO of Fortune Financial Services, Inc. responsible for all facets of the vision, management, and strategic growth of the firm. Under his leadership, Fortune has been recognized as one of the top 100 rated independent broker dealers in the industry by InvestmentNews publication for the last 8 years. He is also a General Partner of Prosperity Wealth Management; a Registered Investment Advisor.

Prior to being with Fortune, Greg was an Executive Vice President of Summit Brokerage Services, Inc. where he played an important role in the initial growth of Summit beginning in 2002. He also has served as Chairmen & CEO for Keystone Capital Corporation, broker-dealer, as well as President & COO for Empire Financial Services, a national independent financial firm with roots from the banking industry. 

He holds a series 7, 24, 53, & 63 registration along with a life, health and variable insurance license.

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