Unclaimed
Barbara Sayers Bensink is a certified financial planner with Forte Capital LLC. Barbara is registered with the state of New York as an Investment Advisor Representative and has been in the industry since January 2012. Barbara has experience providing investment consulting services, financial planning, and educational seminars. Barbara holds the Series 65 license, which allows her to provide investment advice to individuals, families, and businesses. Forte Capital LLC is a firm based in Rochester, New York, which provides investment management services to a variety of clients, including individuals, families, businesses, and charitable organizations. The firm has a strong focus on providing personalized financial advice and helping clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
04/26/2021 - Present
Forte Capital LLC (ROCHESTER NY)
IA
Issued 03/18/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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