Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Danson Forest is a financial advisor with Sanctuary Advisors, LLC. He is a registered investment advisor with over 15 years of experience in the financial services industry. Robert Forest holds the Series 7, Series 63, and Series 66 securities licenses, and he is a Registered Representative of Sanctuary Advisors, LLC. He is also a Registered Investment Advisor Representative. Robert Forest has worked with several financial institutions, including UBS Financial Services Inc., Citigroup Global Markets Inc., and HighTower Securities, LLC. His experience includes providing financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, businesses, and institutions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
IN
06/05/2020 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
CO
04/21/2017 - 08/16/2019
HIGHTOWER SECURITIES, LLC (Colorado Springs CO)
CO
04/30/2009 - 05/02/2017
UBS FINANCIAL SERVICES INC. (COLORADO SPRINGS CO)
CO
03/17/2003 - 05/11/2009
CITIGROUP GLOBAL MARKETS INC. (COLORADO SPRINGS CO)
BOTH
Issued 04/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Forest is the right advisor for you? Invested Better is here to help.
