Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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