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Robert F
Series 63, Series 65
Brooklyn, NY
Fortune Advisory Services
Robert Fortune is a financial advisor at Fortune Advisory Services with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HSBC Bank USA and HSBC Securities prior to founding his current firm. Outside of investment management, he provides education on credit repair, budgeting, insurance, and annuities. Fortune Advisory Services offers asset and wealth management primarily to individuals, high-net-worth clients, and small businesses. The firm focuses on long-term fundamental analysis of U.S. equities, index funds, ETFs, and bonds, managing client accounts mostly on a non-discretionary basis with regular reviews and client approval for trades.
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