ABOUT US

Fortune Securities, Inc., member of FINRA|MSRB|SIPC,  was founded in 1995 and has been providing financial services and delivering values to our clients since 1997. We build personal relationship to each of our clients. Our experienced financial advisors are dedicated to help clients get access to multifarious global capital market products and provide premier wealth management services to institutions and individuals worldwide.

Whether your preference is managing your own investment portfolios or the need of financial services and guidance, we will assure you get everything you need in one place. With Fortune Securities, Inc., you will have access to a full range of investment products, and professional advice and supports from your financial consultant. Fortune Securities is your one-stop source for:

  • Personalized Investment Solutions and Financial Advices;
  • USA and Global Market Analysis;
  • Hundreds of Investment Choices;
  • Stock Market Research Reports Access;
  • Quarterly and Annual Account Portfolio Reviews;
  • Online Client Account Access and Reporting.

Wedbush Securities Correspondent Services, a division of Wedbush Securities, member of NYSE/FINRA/SIPC, provides clearing and execution services for Fortune Securities Inc. Wedbush Securities is a clearing leader for over 40 years. Its advanced clearing services specializes in providing custom tailored clearing and custody and full-service solutions.

Our clearing relationship with Wedbush Securities assure access to a trading platform with advanced trading capabilities. Each client account carried by Wedbush Securities on behalf of correspondent broker/dealers has excess protection of $25,500,000 from Securities Investor Protection Corporation (“SIPC”). For more information of the excess SIPC protection, please click here.

To know more about Wedbush Securities Correspondent Services, please click here.

To know more about Wedbush Securities, please click here.

Fortune Securities, Inc. provides full financial services to our clients. We guild our clients through the following process to achieve their financial goals:

Step 1

Understanding Your Investment Profile

Before making any investment decisions, your information will be obtained through our diligence to ascertain your investment profile.

Step 2

Developing A Customized Investment Strategy and Portfolio

Whether you make your own investment decision or relying on your financial advisor making recommendations, we will work with you to develop a strategy tailored to your needs.

Step 3

Analyzing and Selecting The Best Suitable Investments

We have access to a full range of investment products through the relationships we build over the years. We will guide you through the maze of financial planning so that you can confidently choose the most suitable investments to implement your strategy.

Step 4

Tracking Your Progress

During your portfolio reviews with your designated financial advisors, you may decide to adjust your portfolio in response to changes in the market. As the market move, the allocation of your investments may shift from your original plan. When this happens, you may want to bring the portfolio back to its target allocation (rebalance) or analyze how these shifts impact your portfolio and decide whether changes make sense for you. We are constantly monitoring your account so we can react to these changes according to your investment profile.

Corporate Office

Address:

388 E Valley Blvd. Suite 208
Alhambra, CA 91801

Phone:

626-281-6001
888-281-6689

Fax:

626-281-1299