Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Forster has been in the financial services industry since 2000. Robert is currently registered with Cadaret, Grant & CO., Inc. in Spokane, WA. Robert has been a Registered Representative with Cadaret, Grant & CO., Inc. since June 2022. Previously, Robert was registered with Securities America, Inc., KMS Financial Services, Inc., Parkland Securities, LLC, Nationwide Securities, LLC, 1717 Capital Management Company and NYLIFE Securities Inc. Robert is also registered with the state of Washington as an Investment Advisor Representative and is licensed to sell securities in 18 states. Robert is a Series 6, Series 63, and SIE licensed representative. Robert specializes in a variety of investment products and services, including financial planning, portfolio management, pension consulting and educational seminars.
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.
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2
WA
06/14/2022 - Present
Cadaret, Grant & CO., Inc. (Spokane WA)
WA
11/06/2020 - 06/16/2022
SECURITIES AMERICA, INC. (Spokane WA)
WA
10/22/2019 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Spokane WA)
WA
12/22/2009 - 10/22/2019
PARKLAND SECURITIES, LLC (SPOKANE WA)
WA
08/01/2008 - 01/06/2010
NATIONWIDE SECURITIES, LLC (SPOKANE WA)
WA
04/17/2002 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (SPOKANE WA)
NY
01/31/2000 - 04/12/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 02/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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