FINRA since Apr 2005
Lead Senior Regulatory Specialist
Progressive Financial Strategies May 2004 - Aug 2004
Director
MetLife Financial Services Oct 2000 - Aug 2004
Business Manager
FarSight Financial Services, LP Aug 1999 - Sep 2000
Trader
Prudential Preferred Financial Services Oct 1998 - Mar 1999
Agent
Education:
Boston University 1993 - 1995
Skills:
Securities Financial Services Mutual Funds Equities Investments Finra Finance Trading Series 7 Equity Trading Fixed Income Risk Management Capital Markets Series 63 Options Structured Products Etfs Investment Banking Series 24 Financial Planning Structured Finance Variable Annuities Strategic Financial Planning
License Records
Gerald F Portante
Address:
Acton, MA 01720
License #:
64638 - Expired
Issued Date:
May 1, 1985
Expiration Date:
Jan 24, 1988
Type:
Salesperson
Name / Title
Company / Classification
Phones & Addresses
Gerald F. Portante President
F. C. S. ASSOCIATES, INC
245 Ayer Rd, Littleton, MA 01460 6 Captain Forbush Ln, Acton, MA 01720
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