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Gregory R Fortier is a financial advisor professional located in Marshfield, MA. They specialize in financial advisory. With over 14 years of experience, they bring deep expertise to every client.
Gregory R Fortier - Osaic Wealth, Inc. holds an active professional license (FINRA CRD) for your protection.
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Gregory R Fortier is a financial advisor based in Marshfield, MA, operating through Osaic Wealth, Inc. With 14 years of experience in the financial services industry, Fortier works with clients on wealth management and financial planning matters. He holds a FINRA CRD registration, which governs his activities in securities and investment advisory services. Prospective clients can verify his registration status and background through FINRA's public databases.
A FINRA CRD (Central Registration Depository) number indicates that Gregory R Fortier is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees broker-dealers and investment advisors in the United States. This registration means he is authorized to offer securities and investment advisory services and is subject to FINRA's compliance rules, examinations, and enforcement. Clients can use his CRD number to access his registration history, qualifications, and any disciplinary records through FINRA's BrokerCheck tool, providing transparency into his professional background and regulatory standing.