Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Forrest? Claim Your ProfileForrest Barr is a financial advisor with Ameriprise Financial Services, LLC, located in Seminole, FL. Forrest has been in the financial services industry since November 2007. Forrest is registered with FINRA and has a Series 7 license as well as a Series 66 license. Forrest is registered to provide investment advice in multiple states, including Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Nevada, New Hampshire, New Mexico, North Carolina, South Carolina, Tennessee, Texas, and Virginia. Forrest also offers financial planning services. Forrest specializes in providing investment advice to individuals, high-net-worth individuals, trusts/estates, corporations, and businesses. Forrest also provides asset allocation services and education seminars.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
FL
03/28/2022 - Present
Ameriprise Financial Services, LLC (Seminole FL)
FL
06/03/2013 - 10/22/2020
PLANMEMBER SECURITIES CORPORATION (SEMINOLE FL)
FL
09/08/2011 - 06/07/2013
AXA ADVISORS, LLC (SEMINOLE FL)
FL
08/04/2009 - 09/02/2011
AXA ADVISORS, LLC (SEMINOLE FL)
FL
11/16/2007 - 07/30/2009
WOODBURY FINANCIAL SERVICES, INC. (SEMINOLE FL)
BOTH
Issued 05/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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