Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Forshee is a registered representative with Capital Client Group, Inc. He is licensed to provide investment advice in Texas. Robert has been in the industry since 2000. He has a Series 63, Series 66 and Series 7TO licenses. American Funds Distributors, Inc. is a former employer.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
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2
TX
05/24/2024 - Present
Capital Client Group, Inc. (SAN ANTONIO TX)
CA
07/21/2000 - 07/23/2002
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
BOTH
Issued 05/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/20/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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