Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Forest? Claim Your ProfileForest Daniel Edwards is a financial advisor with UBS Financial Services Inc. Forest has been in the financial industry since May 2004. Forest's experience includes working with Morgan Stanley and Morgan Stanley & Co. Incorporated. Forest holds a Series 7, Series 9, Series 10, Series 63, Series 79TO, Series 99TO, and SIE license. Forest is registered in New Jersey. UBS Financial Services Inc. provides a range of financial services, including portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and publication of periodicals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
06/24/2016 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
OH
06/01/2009 - 06/03/2016
MORGAN STANLEY (COLUMBUS OH)
OH
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (COLUMBUS OH)
OH
05/05/2004 - 04/02/2007
MORGAN STANLEY DW INC. (NEW ALBANY OH)
BC
Issued 07/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/09/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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