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Edward Raymond Iversen

Fortune Financial Services, Inc.

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About Edward Raymond Iversen

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.

Firm Information

Edward Iversen is currently registered with Fortune Financial Services, Inc.. Fortune Financial Services, Inc. is a Corporation formed on October 21, 1996, and is registered to conduct business in all 50 states, the District of Columbia, and the Virgin Islands. The firm has one approved SEC registration and 52 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

74

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Edward Iversen’s Registration & Firm History

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.

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Raymond Iversen.
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