Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Forbis is a financial professional with over 40 years of experience in the industry. Jimmy is currently registered with Valmark Advisers, Inc. as a Registered Representative and Investment Advisor Representative. Jimmy is also a Chartered Financial Consultant. Jimmy is a member of the Pinnacle Study Group.
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.
Strategic management for diversified investment portfolios.
Consulting
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
TN
03/05/2022 - Present
Valmark Advisers, Inc. (Memphis TN)
TN
06/01/2012 - 11/01/2021
LINCOLN INVESTMENT (MEMPHIS TN)
TN
12/21/1995 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (MEMPHIS TN)
AZ
09/21/1989 - 12/21/1995
MTL EQUITY PRODUCTS, INC. (FOUNTAIN HILLS AZ)
CA
09/16/1985 - 09/23/1989
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
06/10/1986 - 01/14/1987
GENERAL AMERICAN LIFE INSURANCE COMPANY
NA
12/06/1984 - 09/23/1985
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/17/1983 - 01/21/1985
BLC EQUITY SERVICES CORPORATION
NA
08/28/1974 - 08/29/1983
SMA EQUITIES, INC.
BC
Issued 12/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Jimmy Forbis is the right advisor for you? Invested Better is here to help.
