Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Forrest is a licensed securities professional with over 15 years of experience in the financial services industry. Stephanie holds FINRA Series 7 and 63 registrations as well as the SIE exam. She is currently registered with John Hancock Distributors LLC and has held previous positions with Wells Fargo Advisors, LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and Gunnallen Financial, Inc. Stephanie has experience in various aspects of financial planning, including investment management, retirement planning, and estate planning.
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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GA
03/12/2012 - Present
John Hancock Distributors LLC (ATLANTA GA)
MI
05/19/2010 - 02/23/2012
WELLS FARGO ADVISORS, LLC (FLINT MI)
MI
06/01/2009 - 06/16/2010
MORGAN STANLEY SMITH BARNEY (FLINT MI)
MI
10/18/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FLINT MI)
FL
12/15/2004 - 09/14/2005
GUNNALLEN FINANCIAL, INC (TAMPA FL)
BC
Issued 10/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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