Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Forrestall is a financial advisor with over 30 years of experience in the industry. He is currently registered with International Assets Investment Management, LLC and Global Assets Advisory, LLC. Jeffery provides financial planning, portfolio management, and pension consulting services to individual and corporate clients. He is also a certified public accountant and has been actively involved in the financial services industry for many years.
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.
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.
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FL
11/03/2022 - Present
International Assets Investment Management, LLC (ORLANDO FL)
GA
09/03/2021 - 09/29/2022
LPL FINANCIAL LLC (SUWANEE GA)
BC
Issued 8/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/3/2021
SIE - Securities Industry Essentials Examination
BC
Issued 7/21/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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