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John Daniel Forrestal

Truist Securities, Inc.

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About John Daniel Forrestal

John Daniel Forrestal is a financial advisor with Truist Securities, Inc.. John holds the Series 7, Series 63, Series 79, and SIE licenses. John is registered to offer securities in 52 states and the District of Columbia. John has been in the financial services industry since August 11, 2016. John has previously worked at Croft & Bender, LP and Truist Securities, Inc..

Firm Information

John Forrestal is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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John Forrestal’s Registration & Firm History

GA

04/28/2022 - Present

Truist Securities, Inc. (ATLANTA GA)

GA

04/19/2021 - 04/19/2022

CROFT & BENDER, LP (ATLANTA GA)

GA

08/01/2016 - 04/15/2021

TRUIST SECURITIES, INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 09/26/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2016

Series 7 - General Securities Representative Examination

BC

Issued 07/31/2016

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for John Daniel Forrestal.
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