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Gregory Paul Fortuna

State Street Global Markets, LLC

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About Gregory Paul Fortuna

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.

Firm Information

Gregory Fortuna is currently registered with State Street Global Markets, LLC. State Street Global Markets, LLC is a Limited Liability Company formed in 2016 and approved in 53 states and the District of Columbia, including SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Gregory Fortuna’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Gregory Paul Fortuna.
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