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Fe Lim Ong

Fortune Financial Services, Inc.

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About Fe Lim Ong

Fe Lim Ong is a financial advisor with over 35 years of experience in the industry. Fe has been registered with Fortune Financial Services, Inc. since 2008. Previously, Fe was registered with Contemporary Financial Solutions, Inc., Quest Capital Strategies, Inc., Raymond James Financial Services, Inc., PMG Securities Corporation, Guardian Investor Services Corporation, and New York Life Securities Corp. Fe is currently registered in California, Florida, Missouri, New Jersey, New York, and Texas. Fe holds a Series 6 and Series 63 license.

Firm Information

Fe Ong 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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Fe Ong’s Registration & Firm History

NY

01/04/2008 - Present

Fortune Financial Services, Inc. (NEW YORK CITY NY)

NY

01/03/2007 - 12/03/2007

CONTEMPORARY FINANCIAL SOLUTIONS, INC. (NEW YORK CITY NY)

CA

08/27/2004 - 11/07/2006

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

FL

01/16/2004 - 07/14/2004

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

IL

04/07/1999 - 12/31/2003

PMG SECURITIES CORPORATION (ELGIN IL)

NY

10/31/1986 - 04/01/1999

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

NA

07/03/1984 - 01/29/1986

NEW YORK LIFE SECURITIES CORP.

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Licenses & Designations

BC

Issued 09/13/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Fe Lim Ong.
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