Please be advised that Fortune Financial Services, Inc. and its representatives do not sell cryptocurrency.
ACCOMMODATING TO YOUR RIA STRUCTURE
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.
Prosperity Wealth Management
If you need access to an RIA, we have an affiliated firm you can use without pressure to meet any production quotas
Hybrid RIA Flexibility
If you manage your own independent RIA we are happy to support you with no strings attached.
PROSPERITY WEALTH MANAGEMENT
Fortune representatives have access to an affiliated RIA, Prosperity Wealth Management.* Using TD Ameritrade as our custodian provides us a multitude of investment products from which to choose. We also have direct agreements with many third party money managers.
THROUGH PROSPERITY YOU HAVE ACCESS TO:
Trading and Rebalancing
Financial Planning Software
Document Management Software
SUCCESS AND FLEXIBILITY
Keep the ability to run your business
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.
WORK WITH A FIRM YOU ACTUALLY LIKE WORKING WITH
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.
Don’t pay high fees at another firm because of your hybrid RIA structure. Annuity & Mutual
We are a perfect fit for businesses looking to work with a B/D so they can offer mutual funds and annuities.. Friendly and Accessible
We have a no-hassle approach that makes it easy to run your business and get the support you need.
We are easy to work with and our representatives are relieved to not
feel pressure to change how they do business.
HYBRID RIA FLEXIBILITY
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.
TALK with us to hear about the
flexibility we can offer you.