Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Forrest? Claim Your ProfileForrest Martin Holland is a financial advisor who has been in the industry since 2019. Forrest is currently registered with Cambridge Investment Research Advisors, Inc. and has been registered with this firm since 2022. Forrest has a broad range of experience in the industry. Prior to joining Cambridge Investment Research Advisors, Inc. Forrest worked at Morgan Stanley from 2019 to 2022. Forrest has Series 4, 7, 24, 52, 66 and SIE licenses. Forrest is also registered as an Investment Advisor Representative in Arizona.
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.
Solicitation fees from 3rd party money managers
1
2
AZ
01/11/2022 - Present
Cambridge Investment Research Advisors, Inc. (Phoenix AZ)
AZ
08/06/2019 - 01/05/2022
MORGAN STANLEY (GILBERT AZ)
BOTH
Issued 12/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2023
Series 4 - Registered Options Principal Examination
BC
Issued 04/04/2022
Series 24 - General Securities Principal Examination
BC
Issued 06/13/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 08/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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