Unclaimed
Bjorn Forfang is a registered representative at Finalis Securities LLC, a broker-dealer registered with the Securities and Exchange Commission (SEC). Bjorn has been in the securities industry since 2011. He has also been a registered representative at Greenwich Capital Partners, LLC and UBS Securities LLC. Bjorn is licensed to sell securities in Connecticut, Delaware, Florida, New Jersey and New York. He holds the Series 7, 17, 24, 63, and 82TO licenses.
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.
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.
1
2
NY
05/10/2023 - Present
Finalis Securities LLC (New York NY)
CT
10/19/2020 - 04/25/2023
GREENWICH CAPITAL PARTNERS, LLC (New Canaan CT)
NY
12/21/2006 - 04/08/2016
UBS SECURITIES LLC (NEW YORK NY)
NY
11/21/1995 - 04/16/1996
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 02/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 12/20/2006
Series 17 - Limited Registered Representative Examination
BC
Issued 11/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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