Forte Capital Group / National Securities
Address: 80 Broad St, New York, NY 10004 Phone: (866) 969-3508: : : : : Place name: : Website: Category: Hours: Website: http://www.fortecapitalgroup.com/ Category: Investment Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Forte Capital Group Posting publicly on the Web Write a review Reviews Be the first to review
Forte Capital Group / National Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Forte Capital Group / National Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Forte Capital Group / National Securities Employees
Forte Capital Group / National Securities 2008 - Present
Joseph Stevens 2002 - 2008
Skills
Series 7, Series 63, Investments, Securities, Alternative Investments, Equities, Fixed Income, Bloomberg, Mutual Funds, Portfolio Management, Options, Investment Research, CANSLIM Methodology, Asset Allocation, Risk Management, Client Service Oriented, Relationship Management, Capital Raising, Syndicate
Education
St. John's University 1998 — 2002
Finance, General
Forte Capital Group / National Securities December 2001 - Present
Education
Touro College
Undergraduate Coursework
Forte Capital Group / National Securities 2009 - Present
National Securities 2001 - 2005
Skills
Equities, Bonds, Options, Mutual Funds, ETFs, Trading, Real Estate, Business Development, Investment Research, Regulatory Compliance, Fundamental Analysis, Asset Allocation, Client Service Oriented, Training New Brokers
Education
Syracuse University
Bachelor of Science (BS), Marketing and Finance
Forte Capital Group / National Securities 2013 - Present
Skills
Securities, Equities, Options, Investment Research, Asset Allocation, Portfolio Management, Private Equity, Risk Management, Client Service Oriented, Relationship Management, Capital Raising, Syndicate, Series 63, Investments, Series 7, Wealth Management, Client Services
Education
Quinnipiac University
Bachelor of Finance
Forte Capital Group / National Securities 2006 - Present
SW Bach 2004 - 2006
Skills
Equities, Securities, Wealth Management, Mutual Funds, Asset Management, Alternative Investments, Investment Strategies, Chart formations, CANSLIM, Candlestick, Options, Trading, High Net Worth..., Investment Modeling, Portfolio Reviews, Hedging, Capital Raising, Asset Allocation, Investment Research, Syndicate, Presentations
Education
Queensborough Community College
Forte Capital Group / National Securities 2006 - Present
S.W. Bach 2004 - 2006
Skills
Uniform Combined State..., Securities, Bonds, Mutual Funds, Alternative Investments, Series 7, Wealth Management, Fixed Annuities, IRAs, Fixed Income, Variable Annuities, Life Insurance, Roth IRA, Equities, IPO, Secondary Offerings, Municipal Bonds, Annuity Sales, Investment Research, High Net Worth..., Asset Allocation, Income and Savings..., Business Development, Capital Raising, Syndicate
Education
Fordham University 1997 — 2001
Bachelor of Arts (BA)
Forte Capital Group / National Securities July 2013 - Present
Skills
Series 7, Investments, Series 63, Mutual Funds, Wealth Management, Equities, Securities, Alternative Investments, Equity Trading, High Net Worth..., Portfolio Management, IPO, Asset Allocation, Investment Research, Business Development, Syndicate, Capital Raising
Education
Florida International University
Undergraduate Coursework
Forte Capital Group / National Securities 2008 - Present
Skills
Securities, Equities, Options, Fixed Income, Private Equity, Wealth Management, Regulatory Compliance, Fundamental Analysis, Technical Analysis, Top Down Analysis, Bottom Up Analysis, Investment Strategies, Risk Management, Asset Allocation, Client Service Oriented, Presentations, Capital Raising, Syndicate Platform
Education
University of Minnesota-Twin Cities
Bachelor of Arts (BA), Marketing and Finance
Forte Capital Group / National Securities 2013 - Present
Skills
Opening New Accounts, Business Development, Securities, Equities, Bonds, Options, Mutual Funds, Private Placements, Investment Research, Fundamental Analysis, Technical Analysis, Asset Allocation, Client Service Oriented, Capital Raising, Syndicate
Education
Flagler College
Undergraduate Coursework
Forte Capital Group / National Securities April 2013 - Present
National Securities April 2013 - Present
Skills
Series 7, FINRA, Alternative Investments, Series 63, Investments, Private Equity, Equity Trading, Bonds, Portfolio Management, Asset Management, IRAs, Mutual Funds, Securities, Equities, Investment Strategies, Asset Allocation, Options, Wealth Management, Financial Markets, Syndicate Platform, Raising Capital, Trading, Investment Advisory, Fixed Income, IPO, Capital Markets
Education
State University of New York at Albany 1998 — 2002
Bachelor's Degree, Economics
Forte Capital Group / National Securities January 2006 - Present
Skills
Series 7, Series 63, Wealth Management, Alternative Investments, Mutual Funds, Equities, Investment Strategies, Private Placements, Fixed Income, Investment Management, Asset Allocation, Risk Management, Securities, Communication Skills, Business Development, IPO, Secondary Offerings, Regulatory Compliance, Client Service Oriented, Syndicate, Capital Raising
Education
Coppin State University 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Major in Computer Science/Minor in Mathematics
Forte Capital Group / National Securities 2013 - Present
Skills
Series 7, Alternative Investments, Equities, Investments, Securities, Asset Management, Hedge Funds, Portfolio Management, Private Equity, Equity Trading, Option Trading, Wealth Management, Secondary Offerings, Asset Allocation, Market Analysis, Investment Research, Securities Regulation, Capital Raising, Syndicate
Education
Pace University - Lubin School of Business
Bachelor of Arts (BA), Finance
Forte Capital Group / National Securities 2010 - Present
Education
The College of Saint Rose 2005 — 2008
Undergraduate Coursework
Dutchess Community College
Undergraduate Coursework
Forte Capital Group / National Securities 2009 - Present
Skills
Equities, Portfolio Management, Investments, Asset Management, Asset Allocation, Mutual Funds, Wealth Management, Investment Strategies, Securities, Equity Research, Strategic Financial..., Financial Analysis, Business Development, Business Strategy, Strategic Planning, Entrepreneurship, Leadership, High Net Worth..., Investment Modeling, Market Analysis, Investment Research, Capital Raising, Syndicate, Alternative Investments, Financial Planning
Education
American University
Bachelor's degree, International Finance
Forte Capital Group / National Securities 2001 - Present
Joseph Gunnar & Co, LLC 1999 - 2001
Skills
Investments, Securities, FINRA, ETFs, Portfolio Management, Capital Markets, Mutual Funds, Asset Allocation, Alternative Investments, College Savings Plans, Retirement, Equities, Bonds, Hedge Funds, Trading, Private Equity, Equity Research, Estate Planning, Financial Services, Fixed Income, Options, Derivatives, Equity Trading, IRAs, High Net Worth..., Wealth, Investment Strategies, Asset Management, Investment Management, Wealth Accumulation, Stocks, Wealth Management..., 401k Rollovers, Financial Markets, Capital Raising, Syndicate
Education
City University of New York-College of Staten Island
Forte Capital Group / National Securities 2013 - Present
Skills
Asset Allocation, Customer Service, PowerPoint, Microsoft Office, Life Insurance, Wealth Management, Business Development, Investment Research, Regulatory Compliance, Portfolio Management, Client Service Oriented, Relationship Management, Syndicate, Capital Raising, Microsoft Excel, Microsoft Word, Trading, Investment Strategies, Alternative Investments, Equities, Securities, Investments, Series 7
Education
Iona College
Bachelor's degree, Finance
Berkman Financial February 2015 - Present
Forte Capital Group / National Securities October 2012 - October 2014
Skills
Microsoft Office, Portfolio Management, Market Research, Analysis, Strategic Planning, Leadership, Research, Equity Research Analysis, Stock Trading, Account Management, Equities, Bonds, Mutual Funds, ETFs, Options, Building Relationships, Asset Allocation, Risk Management, Risk Tolerance, Regulatory Compliance, Capital Raising, Syndicate, Alternative Investments, Customer Service, Securities
Education
University of South Florida
Bachelor's Degree
University of South Florida
B.S.
Forte Capital Group / National Securities 2015 - Present
Woodstock Financial Group, Inc. 2008 - 2014
Skills
Investments, Strategy, Analysis, Investment Strategies, Trading, Asset Allocation
Education
LIU Post 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Business Management
Liquidity Solutions Inc. June 2015 - Present
Forte Capital Group / National Securities January 2015 - May 2015
Apple Ridge Country Club May 2014 - May 2015
Ramapo College of New Jersey September 2013 - May 2015
Skills
Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Corporate Finance, Electronic Trading, Econometrics, Management, Event Planning, Customer Service, Research, Analysis, Time Management, Teamwork
Education
Ramapo College of New Jersey 2012 — 2015
Bachelor of Science in Business Administration - Anisfield School of Business - AACSB Accredited, Finance, General, 3.06 in Major
Bergen Community College 2010 — 2012
Associate's degree, Liberal Arts and Sciences/Liberal Studies, 3.9
Forte Capital Group / National Securities 2014 - January 2015
Hunter Scott 2013 - 2014
Capital One Investment Services 2009 - 2012
Education
City University of New York-John Jay College of Criminal Justice
Bachelor's Degree, Legal Studies