Gregory R Fortier

Current Employers

Employment History

• 05/2012 → 11/2018
  Jhfn Sii
  Needham Heights, MA
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Boston, MA

Previous Registrations

• 2012-06-11 → 2018-11-02
  Signator Investors, Inc.
  South Boston, MA
  Marshfield, MA
  Needham Heights, MA
  Boston, MA
• 2011-08-24 → 2012-05-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA

Other Businesses

1. CENTINEL FINANCIAL GROUP LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/01/2018 ADDRESS: 160 Gould Street, Suite 212, Needham Heights MA 02494, United States DESCRIPTION: Assist clients in aligning their goals with the ideal investment strategy 2. INSURANCE BROKERAGE POSITION: Financial Advisor NATURE: Not acting as an insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2018 ADDRESS: 462 Plain Street, Suite 201, Marshfield MA 02050, United States DESCRIPTION: Assess client needs for insurance as part of the financial planning process 3. TOP NOTCH CHALET POSITION: Owner NATURE: Sole Prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/09/2025 ADDRESS: 2 Top Notch Road, Bartlett MA 02066, United States DESCRIPTION: This is a short-term rental property that my wife manages

Exams

• S66 Uniform Combined State Law Examination
  2011-08-22