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Scott Roy Lindstrom

Fortune Financial Services, Inc.

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About Scott Roy Lindstrom

Scott Lindstrom is a financial advisor with Fortune Financial Services, Inc. Scott has been in the financial services industry since 1988 and has held several positions at various firms throughout his career. Currently, Scott is registered to conduct business in Florida, Maryland, Pennsylvania and West Virginia. Scott holds the Series 6, 7, 22, and SIE licenses. Scott has extensive experience in the investment industry and is dedicated to providing clients with the highest level of personalized financial advice.

Firm Information

Scott Lindstrom 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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Scott Lindstrom’s Registration & Firm History

PA

01/13/2009 - Present

Fortune Financial Services, Inc. (Moon Township PA)

PA

01/01/2004 - 12/31/2008

ING FINANCIAL PARTNERS, INC. (MOON TOWNSHIP PA)

IA

02/26/1998 - 01/01/2004

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

PA

07/11/1996 - 03/04/1998

SUMMIT INVESTMENT GROUP, INC. (PITTSBURGH PA)

FL

03/03/1995 - 07/11/1996

INVESTACORP, INC. (MIAMI FL)

PA

05/27/1993 - 02/24/1995

PENN CAPITAL FINANCIAL SERVICES, INC. (PITTSBURGH PA)

NY

06/20/1988 - 06/21/1993

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

06/20/1988 - 06/21/1993

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

NY

04/14/1993 - 06/09/1993

HIBBARD BROWN & CO., INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/09/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/23/1993

Series 7 - General Securities Representative Examination

BC

Issued 03/16/1989

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 06/17/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Scott Roy Lindstrom. Review regulatory record here.
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