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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dallah? Claim Your ProfileDallah Forrest is a financial advisor with Cetera Investment Advisers LLC and has been in the industry since 1992. Dallah Forrest is currently registered with the state of South Carolina as a Registered Investment Advisor (RIA). Dallah Forrest has previously worked at Raymond James & Associates, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Dallah Forrest holds a Series 63, Series 65, Series 7, and SIE licenses. Dallah Forrest offers financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Dallah Forrest also provides selection of other advisors. Dallah Forrest is registered to provide services in multiple states.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
SC
06/29/2023 - Present
Cetera Investment Advisers LLC (GREENVILLE SC)
SC
04/23/2009 - 07/08/2022
RAYMOND JAMES & ASSOCIATES, INC. (GREENVILLE SC)
SC
05/07/1992 - 04/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENVILLE SC)
IA
Issued 09/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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