Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Fortner is a financial advisor with over 30 years of experience in the industry. Gregory is currently registered with LPL Financial LLC and has been with the firm since 1996. Gregory holds a Series 6, 7, 24 and 63 license, and also passed the Securities Industry Essentials (SIE) exam. Before working at LPL Financial LLC, Gregory worked at Titan/Value Equities Group, Inc. and Equity Services, Inc. Gregory's background and experience make him a valuable asset to any client seeking financial guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
12/31/1997 - Present
LPL Financial LLC (WESTLAKE VILLAGE CA)
CA
01/22/1993 - 07/15/1996
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
VT
02/26/1990 - 01/22/1993
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 02/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1990
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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