Unclaimed
Jeffrey Fortgang is a securities professional with over 30 years of experience in the financial services industry. Jeffrey is currently registered with Seaport Global Securities LLC and is licensed to provide securities advice in all 50 states. Prior to joining Seaport Global Securities LLC, Jeffrey was employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA SECURITIES LLC, BEAR, STEARNS & CO. INC., DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION, and LEHMAN BROTHERS INC. Jeffrey holds the Series 7, Series 63, and SIE 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
10/19/2015 - Present
Seaport Global Securities LLC (NEW YORK NY)
NY
11/01/2010 - 07/13/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/06/2008 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
01/16/1998 - 06/12/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NJ
09/22/1997 - 01/23/1998
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
03/24/1995 - 09/25/1997
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
07/10/1992 - 03/28/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/10/1992 - 03/28/1995
LEHMAN GOVERNMENT SECURITIES INC.
NA
07/10/1992 - 07/18/1994
LEHMAN SPECIAL SECURITIES INC.
BC
Issued 07/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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