Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Forseth is a financial advisor registered with J.P. Morgan Securities LLC. Brian has been in the industry since 1986 and has a long history of experience at various firms, including MSI Financial Services, Inc., MetLife Securities Inc. and LPL Financial LLC. Brian is a Certified Financial Planner and a Chartered Financial Consultant. Brian's clients include individuals, corporations, pension and profit sharing plans, charitable organizations, and insurance companies. Brian can provide financial planning, selection of other advisors, portfolio management for individuals, and portfolio management for businesses.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MN
05/07/2021 - Present
J.p. Morgan Securities LLC (Minneapolis MN)
MN
07/15/2016 - 04/19/2021
E*TRADE SECURITIES LLC (BLOOMINGTON MN)
MN
03/23/2015 - 07/12/2016
MSI FINANCIAL SERVICES, INC. (MINNETONKA MN)
MN
03/07/2012 - 03/25/2015
LPL FINANCIAL LLC (BURNSVILLE MN)
MN
09/02/1986 - 03/15/2012
METLIFE SECURITIES INC. (BLOOMINGTON MN)
MN
09/02/1986 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BLOOMINGTON MN)
BOTH
Issued 08/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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