Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Forrest? Claim Your ProfileForrest James MacNeil is a financial advisor registered with Wells Fargo Clearing Services, LLC. Forrest has been in the industry for 1 year and 5 months and is active in California. Forrest is a registered representative and investment advisor representative and holds several licenses and certifications including Series 63, Series 66, Series 7TO, and SIE. Forrest is a specialist in several areas including Fixed Income, Equity, Mutual Funds, Annuities, Variable Annuities and Life Insurance. Forrest is based out of the Wells Fargo Clearing Services, LLC office in Granite Bay, California.
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.
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.
Investment consulting services to institutional clients
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
CA
08/03/2023 - Present
Wells Fargo Clearing Services, LLC (GRANITE BAY CA)
BOTH
Issued 08/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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