Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Karl Forras is a registered investment advisor representative with Freestone Capital Management, LLC and has been with the firm since April 2011. Peter holds Series 3, 6, 7, 24, 53, 63, 65 and 66 licenses. Peter has been in the financial services industry since May 1986 and has worked at several other firms including Wells Fargo Advisors, LLC, First Investors Corporation and GNA Securities, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
04/11/2011 - Present
Freestone Capital Management, LLC (SEATTLE WA)
WA
04/20/2011 - 01/07/2015
FREESTONE SECURITIES, LLC (SEATTLE WA)
OR
01/03/2011 - 04/12/2011
WELLS FARGO ADVISORS, LLC (BEND OR)
OR
06/26/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BEND OR)
NA
05/18/2009 - 06/16/2009
ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC. (HAGATNA )
MA
07/12/1999 - 01/11/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
07/01/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
11/13/1992 - 07/01/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
MA
07/13/1994 - 04/19/1995
PNMR SECURITIES, INC. (BOSTON MA)
VA
12/16/1987 - 05/21/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
05/23/1986 - 03/12/1988
SECURITIES MANAGEMENT & RESEARCH, INC.
NA
08/07/1987 - 11/11/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
12/16/1985 - 04/09/1986
FIRST INVESTORS CORPORATION
BOTH
Issued 05/27/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/19/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/07/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2012
Series 3 - National Commodity Futures Examination
BC
Issued 05/15/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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