Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monty? Claim Your ProfileMonty Forrest is a financial professional with over 10 years of experience in the industry. Monty is currently registered with Barclays Capital Inc. and holds the Series 27, SIE and Series 99 licenses. Monty has a strong background in operations and has been actively involved in the financial industry since 2012.
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.
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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NY
09/12/2012 - Present
Barclays Capital Inc. (NEW YORK NY)
BC
Issued 03/26/2015
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2012
Series 99 - Operations Professional Examination
Active
Inactive
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