Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew Forte is a financial advisor who has been in the industry since March 1, 2006. Drew has a Series 6, 7, 63 and 65 license. He is currently registered with LPL Financial LLC in Winchester, Virginia. Prior to that, Drew was registered with NYLIFE SECURITIES LLC from March 1, 2006 to May 16, 2019. Drew is an Investment Advisor Representative (IAR) in Virginia, and is also registered as a broker-dealer (BD) in a number of other states, including Alabama, District of Columbia, Florida, Maine, Maryland, Massachusetts, Minnesota, North Carolina, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, and West Virginia. Drew is a member of F & H Holdings LLC, Precision Holdings, LLC, Telehealth Advisory Group, LLC, Forte Properties, LLC, BluePoint Benefits, and Wealthcare Advisory Partners, LLC.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
06/08/2022 - Present
LPL Financial LLC (WINCHESTER VA)
VA
03/01/2006 - 05/16/2019
NYLIFE SECURITIES LLC (Winchester VA)
IA
Issued 09/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Drew Forte is the right advisor for you? Invested Better is here to help.
