Unclaimed
Robert James Forgrave is a financial advisor registered with Country Capital Management Co. in Colimbus, GA. Robert has been in the industry since 2018 and holds Series 6, 7, 66, and SIE licenses. Robert has worked with PRUCO SECURITIES, LLC., Edward Jones, and First Command Brokerage Services, Inc. in the past. Robert is registered in Georgia and Alabama.
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.
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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2
GA
03/28/2024 - Present
Country Capital Management Co. (Colimbus GA)
DE
03/15/2021 - 12/06/2022
FIRST COMMAND BROKERAGE SERVICES, INC. (Dover DE)
MD
06/03/2020 - 09/23/2020
FIRST COMMAND BROKERAGE SERVICES, INC. (ABERDEEN MD)
PA
02/28/2019 - 01/07/2020
PRUCO SECURITIES, LLC. (LANCASTER PA)
PA
07/20/2018 - 02/14/2019
EDWARD JONES (LEBANON PA)
BOTH
Issued 08/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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