Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Forrest? Claim Your ProfileForrest Patrick Anderson is a financial advisor with over 40 years of experience in the financial services industry. Forrest has been registered with Morgan Stanley since June 2009. Previously, Forrest worked at Citigroup Global Markets Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc. and Dean Witter Reynolds Inc. Forrest has passed the Series 63, 65, 7, 8, 9, 10, SIE, and PC exams. Forrest provides financial advice to individuals, corporations, high-net-worth individuals, trusts, estates, insurance companies, charitable organizations, and pensions.
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
NE
03/19/2020 - Present
Morgan Stanley (LINCOLN NE)
NE
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LINCOLN NE)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/07/1985 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
02/24/1978 - 10/14/1985
DEAN WITTER REYNOLDS INC.
NA
01/03/1977 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
IA
Issued 05/05/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/21/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1985
PC - AMEX Put and Call Exam
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 12/18/1976
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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