Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rochelle? Claim Your ProfileRochelle Forrest is an investment advisor representative registered with Avantax Advisory Services. Rochelle has been in the financial services industry since October 26, 2000. Rochelle has a series of 63, 65 and 7 licenses and has worked for multiple financial firms before joining Avantax Advisory Services. Rochelle has a diverse background in financial services and has provided financial advice to individuals and businesses for over 20 years. Rochelle specializes in financial planning, portfolio management, pension consulting and educational seminars. Rochelle is dedicated to helping her clients achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MA
04/04/2017 - Present
Avantax Advisory Services (Longmeadow MA)
MA
06/05/2007 - 04/04/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (LONGMEADOW MA)
MA
06/12/2002 - 06/05/2007
RYAN BECK & CO. (LONGMEADOW MA)
MO
01/12/2001 - 06/12/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
09/20/2000 - 12/05/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/26/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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