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Michael Bustamante Loberiza

Fortune Financial Services, Inc.

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About Michael Bustamante Loberiza

Michael Bustamante Loberiza is a registered representative with Fortune Financial Services, Inc. with over 20 years of experience in the financial services industry. Michael holds the Series 6, Series 63, and SIE securities licenses. Michael has held previous positions with Innovation Partners LLC, ING Financial Partners, Inc., Locust Street Securities, Inc., Capital Brokerage Corporation, Washington Square Securities, Inc., and WMA Securities, Inc.. Michael is currently registered in the following states: California, District of Columbia, Illinois, Maryland, Nevada, New Jersey, New York, Pennsylvania, South Dakota, Texas, and Virginia.

Firm Information

Michael Loberiza 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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Michael Loberiza’s Registration & Firm History

VA

05/17/2019 - Present

Fortune Financial Services, Inc. (Tysons Corner VA)

MD

08/22/2012 - 06/17/2019

INNOVATION PARTNERS LLC (GAITHERSBURG MD)

MD

01/01/2004 - 07/20/2012

ING FINANCIAL PARTNERS, INC. (GAITHERSBURG MD)

IA

11/14/2001 - 01/01/2004

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

VA

08/09/2001 - 11/13/2001

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

CT

11/15/1999 - 08/13/2001

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

GA

03/05/1998 - 10/20/1999

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 01/05/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Michael Bustamante Loberiza. Review regulatory record here.
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