Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Forrest? Claim Your ProfileForrest Thomas Miles is a financial advisor registered with LPL Financial LLC in HAYMARKET, VA. Forrest has over 30 years of experience in the financial services industry and has been registered with LPL Financial LLC since December 2022. Prior to joining LPL Financial LLC, Forrest was a financial advisor with PNC INVESTMENTS in CHANTILLY, VA, from January 2006 to December 2022. Forrest has a strong background in providing financial advice to individuals, families, and businesses. Forrest holds a Series 7, Series 10, Series 26, Series 63, and Series 65 license. Forrest is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Forrest also holds a Series 9 and Series 8 license. Forrest is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Forrest has been registered as an investment advisor representative since December 2022.
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.
Consulting and other non-discretionary advisory services
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
MD
12/02/2022 - Present
LPL Financial LLC (HAGERSTOWN MD)
VA
01/31/2006 - 12/06/2022
PNC INVESTMENTS (CHANTILLY VA)
VA
08/27/2003 - 01/31/2006
SUNTRUST INVESTMENT SERVICES, INC. (ROANOKE VA)
VA
07/25/1995 - 08/12/2003
DAVENPORT & COMPANY LLC (RICHMOND VA)
NA
06/29/1995 - 07/21/1995
DAVENPORT & CO. OF VIRGINIA, INC.
NA
06/01/1992 - 07/07/1995
FERGUSON, ANDREWS & ASSOCIATES, INC.
NA
04/24/1987 - 05/05/1992
DOMINION INVESTMENT BANKING, INC.
NA
11/25/1985 - 11/24/1986
SOURCE SECURITIES, INC.
NA
01/23/1985 - 10/28/1985
LEGG MASON WOOD WALKER, INCORPORATED
IA
Issued 12/19/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1985
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 10/18/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/21/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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