Unclaimed
Gregory Fortuna is a financial advisor with over 20 years of experience in the industry. Gregory is currently registered with State Street Global Markets, LLC. Previously, Gregory worked at State Street Global Advisors Funds Distributors, LLC, BSE Bond Connect, LLC and State Street Capital Markets, LLC. Gregory holds Series 3, 7, 24 and 63 licenses, and the SIE exam. Gregory is registered to provide investment advice in 53 states and the District of Columbia.
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
MA
03/16/2017 - Present
State Street Global Markets, LLC (BOSTON MA)
MA
04/26/2001 - 05/01/2017
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (BOSTON MA)
MA
09/27/1999 - 05/02/2001
BSE BOND CONNECT, LLC (BOSTON MA)
MA
01/15/1999 - 09/27/1999
STATE STREET CAPITAL MARKETS, LLC (BOSTON MA)
BC
Issued 03/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2001
Series 3 - National Commodity Futures Examination
BC
Issued 01/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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