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Matthew Eric Sipols

Fortune Financial Services, Inc.

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About Matthew Eric Sipols

Matthew Sipols is a financial advisor with Fortune Financial Services, Inc. based in Eastlake, Ohio. Matthew has been working in the financial services industry since 1996. He is registered with FINRA and holds the Series 6, Series 63 and SIE licenses. Matthew is also registered in Ohio and Florida.

Firm Information

Matthew Sipols 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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Matthew Sipols’s Registration & Firm History

OH

08/28/2019 - Present

Fortune Financial Services, Inc. (Eastlake OH)

OH

04/17/2017 - 10/04/2019

CETERA ADVISOR NETWORKS LLC (WILLOUGHBY OH)

OH

06/02/2014 - 04/18/2017

AMERITAS INVESTMENT CORP. (Willoughby OH)

OH

09/29/2009 - 06/09/2014

NEW ENGLAND SECURITIES (WILLOUGHBY OH)

OH

10/24/1996 - 09/18/2009

PRUCO SECURITIES, LLC. (EASTLAKE OH)

NY

05/02/1996 - 09/17/1996

EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)

NY

05/02/1996 - 09/17/1996

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/09/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Eric Sipols.
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