Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nana adwoa? Claim Your ProfileNana adwoa Amo Forson is a financial professional with over three years of experience in the financial services industry. Currently registered with Principal Securities, Inc., Nana adwoa is a dedicated advisor who can assist clients with various financial needs. Nana adwoa holds Series 63, Series 6TO, and SIE licenses and is registered in California, Colorado, Ohio, Pennsylvania, Texas and West Virginia. Previous to joining Principal Securities, Inc., Nana adwoa was a registered representative with TIAA-CREF Individual & Institutional Services, LLC and GWFS Equities, Inc.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
11/15/2023 - Present
Principal Securities, Inc. (DES MOINES IA)
CO
09/17/2020 - 11/26/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
04/25/2019 - 07/23/2019
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 05/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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