Choose the precise mix of fee-based and transaction-based business that best suits your clients and your financial practice.
Our flexible, open structure give you control to set up your practice in a way that works best for you and your clients’ unique financial goals. Our long history of working with representatives in many situations provides us with expertise across business models and the knowledge to empower you and your unique structure. Don’t be penalized with exessive fees if you have your own RIA.
Keep the ability to run your business YOUR way
Our primary concern is that you succeed, so we provide you a comprehensive menu of non-proprietary financial products, along with solutions to help manage your business. This way you can give your clients the utmost in quality service and attention.
We don’t dictate what products you should be selling. You should be able to run your business as best fits your clients without pressure to meet a product quota. Fortune supports your independence.
At Fortune, we value those representatives that own their own RIA or act as an Investment Advisor under an outside RIA. Our hybrid model allows you to generate commission based revenue through Fortune Financial Services, Inc. while utilizing solutions through your RIA.*
*Investment Advisory Services are through Prosperity Wealth Management. Fortune Financial Services, Inc. and Prosperity Wealth Management are separate entities and are affiliated through common control and ownership.
