Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Forrest? Claim Your ProfileForrest William OBrien is an investment advisor representative associated with Commonwealth Financial Network. Forrest has been in the financial services industry since July 14, 1991. Forrest holds the Series 6, 7, and 63 securities licenses. Forrest also holds the SIE license, which was required for all individuals who sell securities beginning in 2018. Forrest has worked for Cadaret, Grant & Co., Inc. since 1990, including a period from 1997 to 1999 where he was also associated with Investors Capital Corp. Forrest also owns a private entity, Financial Sources Inc. Forrest currently works in the Bethlehem, PA branch of Commonwealth Financial Network.
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.
1
2
PA
09/18/2017 - Present
Commonwealth Financial Network (Bethlehem PA)
PA
03/16/1999 - 09/20/2017
CADARET, GRANT & CO., INC. (BETHLEHEM PA)
MA
02/12/1997 - 03/09/1999
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NY
07/07/1992 - 12/31/1995
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NJ
01/01/1992 - 07/10/1992
INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)
NA
01/03/1991 - 10/15/1991
CADARET, GRANT & CO., INC.
NY
03/17/1990 - 10/15/1991
CADARET, GRANT & CO., INC. (SYRACUSE NY)
BC
Issued 02/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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