Unclaimed
Edward Raymond Iversen is a financial advisor with Fortune Financial Services, Inc. He is registered with FINRA and has been in the securities industry since 1987. Edward has passed the Series 7, Series 63, and SIE exams and is currently licensed in Florida, Maryland, New Jersey, New York, and Pennsylvania. Before joining Fortune Financial Services, Inc., Edward was with ACCESS CAPITAL INVESTMENT GROUP, INC., MUTUAL SERVICE CORPORATION, U.S. ADVISORS, INC., ALLIED CAPITAL GROUP, INC. and GRAYSTONE NASH, INC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
NY
01/04/2008 - Present
Fortune Financial Services, Inc. (STATEN ISLAND NY)
CO
09/27/2006 - 07/30/2007
ACCESS CAPITAL INVESTMENT GROUP, INC. (DENVER CO)
MA
04/28/1989 - 10/05/2004
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
03/01/1989 - 05/08/1989
U.S. ADVISORS, INC.
NA
09/19/1988 - 02/27/1989
ALLIED CAPITAL GROUP, INC.
NA
11/25/1987 - 03/21/1988
GRAYSTONE NASH, INC.
BC
Issued 01/24/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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