Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Forrest? Claim Your ProfileForrest Loney McNeil is an active investment advisor representative registered with Morgan Stanley, having joined the firm in July 2012. Forrest McNeil is registered with the state of New York as an investment advisor representative and also holds an active investment advisor representative registration with the state of Texas. Forrest McNeil has been a registered representative in the securities industry since August 1998 and has a wide range of experience in the financial services industry. Forrest McNeil has passed the Series 7, 55, 57TO, 52TO, 53, 24 and SIE exams and is licensed to practice in all 50 states plus the District of Columbia, Puerto Rico and the Virgin Islands.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/18/2020 - Present
Morgan Stanley (New York NY)
NY
09/01/1998 - 07/09/2012
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/01/1998 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
BC
Issued 07/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/22/2023
Series 24 - General Securities Principal Examination
BC
Issued 06/26/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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