Jeanne ForreyCRD Number: 4276321
Current Firm: Robinswood Financial
Jeanne Forrey (CRD# 4276321) is an Investment Advisor Representative working at Robinswood Financial in Kirkland, WA and has over 22 years of experience in the finance industry. Jeanne Forrey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Robinswood Financial||Kirkland, WA||Mar 2009 - Current||14|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Bellevue, WA||Jul 2004 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2000|
|S65||NASAA Investment Advisors Law Examination||Dec 2000|
Total Assets Under Management306MILLIONS
Total Number of Accounts1,064ACCOUNTS
Average Account Value$287,269
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, OR, WA
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