Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Edward Forrest is a financial advisor registered with Allstate Financial Advisors, LLC. He has been in the financial services industry since 1983. Charles Edward Forrest is registered to provide financial advice in Georgia, North Carolina, and South Carolina. Charles Edward Forrest has a Series 6, Series 63, and Series 65 license. He is also a Chartered Financial Consultant.
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.
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Third party advisory fees
1
2
NC
08/28/2012 - Present
Allstate Financial Advisors, LLC (Charlotte NC)
NC
12/07/2001 - 12/31/2011
WADDELL & REED, INC. (CHARLOTTE NC)
NY
12/21/1998 - 08/16/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
08/12/1983 - 08/16/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/12/1983 - 12/31/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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