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Forrest Edward Burnett

Jefferies LLC

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About Forrest Edward Burnett

Forrest Edward Burnett is a registered representative with Jefferies LLC, located in Charlotte, North Carolina. Forrest is a licensed securities professional with Series 79, Series 63 and SIE registrations. Forrest has previous experience working as a registered representative at WELLS FARGO SECURITIES, LLC, also located in Charlotte, North Carolina. Forrest's registration with Jefferies LLC became effective on 10/16/2018.

Firm Information

Forrest Burnett is currently registered with Jefferies LLC. Jefferies LLC is a Limited Liability Company formed on March 1, 2013, operating in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are approved by the SEC and hold active registrations in all 53 jurisdictions.

Not reported

Assets Under Management

Not reported

Total Clients

446

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Forrest Burnett’s Registration & Firm History

NC

10/16/2018 - Present

Jefferies LLC (CHARLOTTE NC)

NC

07/31/2017 - 10/12/2018

WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 08/04/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2017

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Forrest Edward Burnett.
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