Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Forrest? Claim Your ProfileForrest Patterson is a financial advisor with Gradient Securities, LLC. Forrest has over 10 years of experience in the financial services industry. Forrest is registered with FINRA as a registered representative and is also a licensed insurance agent. Forrest is committed to providing his clients with personalized financial advice and investment strategies. Forrest is a Chartered Financial Consultant, and specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Forrest has worked for Northwestern Mutual Investment Services, LLC and Gradient Advisors LLC. Forrest holds the Series 65, Series 7TO, and SIE licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MN
01/02/2024 - Present
Gradient Securities, LLC (ARDEN HILLS MN)
TX
12/06/2021 - 09/27/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DALLAS TX)
BC
Issued 12/13/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/26/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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