Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Alan Forbes is a financial advisor with over 12 years of experience in the industry. He is currently registered with Edward Jones and has held previous registrations with Wells Fargo Advisors, LLC, Directed Services LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Brian has a wide range of experience and is registered in 51 states. He specializes in providing financial planning services and portfolio management for businesses and individuals.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
See schedule d - miscellaneous
1
2
MO
06/26/2023 - Present
Edward Jones (ST LOUIS MO)
MO
07/14/2010 - 12/17/2010
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
IA
11/15/2005 - 11/03/2009
DIRECTED SERVICES LLC (DES MOINES IA)
MA
08/26/2005 - 11/09/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/26/2005 - 11/09/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
04/08/2005 - 08/12/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/08/2005 - 08/12/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MO
05/31/2001 - 05/08/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 08/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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