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Patrick Steven Pelletier

Fortune Financial Services, Inc.

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About Patrick Steven Pelletier

Patrick Pelletier is a financial advisor at Fortune Financial Services, Inc. based in Oil City, PA. Patrick has been in the industry since December 20, 2000. He is registered in four states including Pennsylvania, Virginia, Maine, and Ohio. Patrick is Series 6 and Series 63 licensed and holds the SIE designation.

Firm Information

Patrick Pelletier 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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Patrick Pelletier’s Registration & Firm History

PA

06/08/2007 - Present

Fortune Financial Services, Inc. (OIL CITY PA)

PA

08/17/2000 - 02/01/2007

PRUCO SECURITIES, LLC. (OIL CITY PA)

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Licenses & Designations

BC

Issued 08/25/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Steven Pelletier.
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