Gregory Fortner Email & Phone Number
Registered Principal @ LPL Financial
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Gregory Fortner Location
- Thousand Oaks, CA, US
Gregory Fortner Work
- 1996 -now Registered Principal @
Gregory Fortner Education
- Rutgers, The State University of New Jersey-Newark
Master of Business Administration (MBA) (Finance/Marketing)
1978-1979 - University of Southern California
Bachelor of Arts (B.A.) (Clinical Psychology)
1974-1976
Gregory Fortner Skills
- Series 63
- Series 24
- Series 7
- Retirement Planning
- Investment Advisory
- FINRA
- Uniform Combined State Law
- IRAs
- 401k Rollovers
- Mutual Funds
- Investments
- Series 65
- Fixed Annuities
- Estate Planning
- Strategic Financial Planning
- Series 6
- Asset Allocation
- Asset Management
- Retirement
- 401k
- ETFs
- Wealth Accumulation
- Wealth Management Services
- Financial Planning
- Management
- Teaching
- Strategy
- Wealth Management
- Critical Care
- Uniform Combined State
- Strategic Financial
- Trading
Gregory Fortner Summary
- Gregory Fortner, based in Thousand Oaks, CA, US, is currently a Registered Principal at LPL Financial. Gregory Fortner holds a 1978 - 1979 Master of Business Administration (MBA) in Finance/Marketing @ Rutgers, The State University of New Jersey-Newark. With a robust skill set that includes Series 63, Series 24, Series 7, Retirement Planning, Investment Advisory and more. Gregory Fortner has 2 emails and 1 mobile phone numbers on RocketReach.
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