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Category: Fortune Financial

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Financial Advisor Shane Wilhelm Has Three Customer Complaints

Shane Wilhelm (CRD#: 4803933) is a dually registered Broker and Financial Advisor at Fortune Financial Services, Inc. in Moneta, VA. Broker’s Background He entered the securities industry in 2004 and previously worked for Trust Advisory Services, Inc.; Trust Investment Services, Inc.; Suntrust Investment Services, Inc.; BB&T Securities, LLC; Scott & Stringfellow, LLC; Merrill Lynch, Pierce, […]

Financial Advisor Johnathan Freeze (Fortune Financial Services, Inc.) Customer Complaints

Johnathan Freeze (CRD # 2642023) was last registered at Fortune Financial Services, Inc. in Canonsburg, PA. Johnathan Freeze was in the securities industry from 1995 to 2017. Johnathan Freeze’s employment history includes Summit Brokerage, LPL Financial LLC, and Lincoln Financial Advisors Corporation. According to publicly available records released by the Financial Industry Regulatory Authority (FINRA), […]

Financial Advisor Jeffrey Butler (Fortune Financial Services, Inc.) Customer Complaints

Jeffrey Butler (CRD # 2319063) was a Financial Advisor at Fortune Financial Services, Inc in Kewaskum, WI. Jeffrey Butler has been in the securities industry from 1993-2016 and previously worked at seven different brokerage firms including Concorde Investment Services, LLC and Sterne Agee Financial Services, Inc. According to publicly available records released by the Financial […]