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David Shestak
Financial Advisor at Fortune Financial
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Work Experience
May 2016 - Present · 8 years and 8 months
Financial Advisor
Jan 2023 - Present · 2 years
Director Of Client Services
May 2019 - Present · 5 years and 8 months
Senior Client Services Representative
May 2016 - May 2019 · 3 years
Company Details
11-50 Employees
At Fortune Financial we offer a comprehensive line of products and services, as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, we’re committed to helping you accomplish your long-term financial objectives. ____________________________ North Star Consultants, Inc. - Insurance Products & Services. Securian Financial Services, Inc. - Variable Products & Securities. CRI Securities, LLC - Securities & Investments. Fortune Financial offers securities and investment advisory services through securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Fortune Financial is independently owned and operated. Fortune Financial, LLC, 10261 Yellow Circle Drive, Minnetonka, MN 55343. Fortune Financial and its affiliate(s) Cetera Advisor Networks, LLC are independently owned and operated and offers its own suite of products and services entirely independent of Cetera. Certain individuals associated with Fortune Financial are registered with and offer securities and investment advisory services through securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Year Founded
1997
Social Media
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Industry
Financial Services
HQ Location
10261 Yellow Circle Dr Hopkins, MN 55343, US
Keywords
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