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Stevon Lord Forrester

Nationwide Investment Services Corp.

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About Stevon Lord Forrester

Stevon Lord Forrester is a financial advisor with Nationwide Investment Services Corp. based in Columbus, OH. Stevon has been a financial professional for over 22 years, working in the financial services industry since July 20, 2011. Stevon is registered to provide investment advice in Indiana. Stevon has passed the Series 7, Series 24 and Series 63 exams.

Firm Information

Stevon Forrester is currently registered with Nationwide Investment Services Corp.. Nationwide Investment Services Corp. is a corporation formed in 1974 and is approved to operate in all 50 states, the District of Columbia, and Puerto Rico. The firm is registered with the SEC and has a history of 4 disclosures related to regulatory events and 1 related to arbitration.

Not reported

Assets Under Management

Not reported

Total Clients

1,204

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Stevon Forrester’s Registration & Firm History

OH

11/20/2023 - Present

Nationwide Investment Services Corp. (COLUMBUS OH)

DC

07/05/2022 - 11/10/2023

MISSIONSQUARE INVESTMENT SERVICES (WASHINGTON DC)

NJ

06/20/2000 - 05/13/2009

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

05/03/1999 - 06/16/2000

MERCER ALLIED COMPANY, L.P. (COHOES NY)

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Licenses & Designations

BC

Issued 07/08/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/29/2006

Series 24 - General Securities Principal Examination

BC

Issued 07/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/15/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stevon Lord Forrester.
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