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John Joseph Meo

Fortune Financial Services, Inc.

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About John Joseph Meo

John Joseph Meo is a financial advisor with over 30 years of experience in the industry. John is currently registered with Fortune Financial Services, Inc. in Naples, Florida. John has a strong track record of success in helping clients reach their financial goals. John holds the Series 6, 7, 24, and 63 securities licenses and the SIE exam. John is also licensed in Florida, Delaware, New Jersey, New York, Pennsylvania, Tennessee, and Texas.

Firm Information

John Meo 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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John Meo’s Registration & Firm History

FL

08/10/2017 - Present

Fortune Financial Services, Inc. (Naples FL)

FL

08/07/2013 - 06/16/2017

NATIONAL PLANNING CORPORATION (NAPLES FL)

NJ

02/15/1991 - 08/15/2013

LPL FINANCIAL LLC (JACKSON NJ)

NJ

10/31/1985 - 02/19/1991

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BC

Issued 06/10/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/1991

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/1991

Series 7 - General Securities Representative Examination

BC

Issued 10/10/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for John Joseph Meo. Review regulatory record here.
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