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Mitch Lee Whitenack

Fortune Financial Services, Inc.

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About Mitch Lee Whitenack

Mitch Whitenack is a financial professional with over 15 years of experience in the industry. Mitch is currently registered with Fortune Financial Services, Inc. in Pennsylvania. Mitch has a broad range of experience working with clients in various states.

Firm Information

Mitch Whitenack 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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Mitch Whitenack’s Registration & Firm History

PA

09/10/2012 - Present

Fortune Financial Services, Inc. (monaca PA)

CA

04/05/2012 - 01/04/2013

DT SECURITIES, LTD. (TOLUCA LAKE CA)

GA

08/09/2011 - 01/02/2013

CCG SECURITIES, LLC (MCDONOUGH GA)

CA

04/30/2012 - 12/17/2012

CARIS & COMPANY, INC. (SAN DIEGO CA)

CA

04/27/2010 - 12/15/2011

GONOW SECURITIES, INC. (LOS ANGELES CA)

CA

05/21/2010 - 09/02/2010

TALLEY & COMPANY (NEWPORT BEACH CA)

CA

07/13/2009 - 08/25/2009

GB INVESTMENT SECURITIES, INC. (LOS ANGELES CA)

CA

05/24/2007 - 03/03/2008

WFP SECURITIES (SAN DIEGO CA)

CA

11/03/2006 - 05/17/2007

TD AMERITRADE, INC. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 11/20/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/21/2009

Series 27 - Financial and Operations Principal Examination

BC

Issued 11/06/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Mitch Lee Whitenack. Review regulatory record here.
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