Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Grant Forys is an investment advisor representative with U.S. Bancorp Advisors, LLC. Robert Forys has been in the industry since February 2003 and is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Robert has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., First Tennessee Brokerage, Inc. and U.S. Bancorp Advisors, LLC. Robert holds Series 6, 7, 63, and 66 licenses as well as the SIE exam. Robert's primary office is located in Seattle, WA.
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.
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.
A percentage of the total value of assets under management is charged.
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WA
10/31/2013 - Present
U.s. Bancorp Advisors, LLC (SEATTLE WA)
WA
10/23/2009 - 09/30/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
WA
11/19/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SEATTLE WA)
WA
10/11/2006 - 11/21/2007
FIRST TENNESSEE BROKERAGE, INC. (SEATTLE WA)
MA
04/16/2004 - 03/02/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
06/14/2002 - 04/16/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 05/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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