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Nathaniel Forrest

Charles Schwab & CO., Inc.

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About Nathaniel Forrest

Nathaniel Forrest is a registered representative with Charles Schwab & CO., Inc. Forrest is registered with the state of Ohio as an Investment Advisor Representative. Forrest has been in the securities industry since 2020. Forrest works with individuals and families to develop and implement financial plans. Forrest is also a licensed real estate agent. In addition to securities and real estate, Forrest works with clients on a variety of other financial matters, including insurance and estate planning. Forrest is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Nathaniel Forrest is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Nathaniel Forrest’s Registration & Firm History

OH

08/17/2020 - Present

Charles Schwab & CO., Inc. (Richfield OH)

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Licenses & Designations

BOTH

Issued 08/17/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/06/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/24/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Nathaniel Forrest.
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