Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Forrest? Claim Your ProfileForrest Webster Bouyer is a financial advisor in Okemos, MI. Forrest has been in the financial industry since 2008 and is currently registered with Osaic Wealth, Inc. Forrest has a Series 66, SIE, and Series 7 license. Forrest previously worked at Securian Financial Services, Inc. and Founders Financial Securities LLC. Forrest works with individuals, high net worth individuals, corporations, businesses, and pension and profit-sharing plans. Forrest offers a range of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Forrest's primary office is located at 2163 University Park Dr, Suite 110 in Okemos, MI.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
05/14/2024 - Present
Osaic Wealth, Inc. (OKEMOS MI)
MI
01/21/2016 - 05/16/2022
SECURIAN FINANCIAL SERVICES, INC. (Okemos MI)
MI
04/29/2011 - 01/04/2016
FOUNDERS FINANCIAL SECURITIES LLC (LANSING MI)
MI
10/12/2007 - 02/17/2011
SECURIAN FINANCIAL SERVICES, INC. (LANSING MI)
BOTH
Issued 02/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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