Stevon
Forrester
Missionsquare Retirement
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About this Advisor
Stevon Forrester is a certified financial planner who works in New Rochelle, New York with 1 year of relevant experience. Forrester works at Missionsquare Retirement. Over the course of their career, they have held roles at Emm Wealth, Missionsquare Investment Services, U.S. Trust, Aig and Cerity Partners LLC. Forrester maintains a Series 63 license, qualifying them as a securities agent, and can advise clients in District Of Columbia and New York. Missionsquare Retirement is a registered investment business operating out of Washington, DC. The investment advisory business has offices in nine locations and a total of 608 people on staff. It handles $641 million in assets under management between its one client accounts, making it one of the bigger firms in the United States by assets under management. Missionsquare Retirement has a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees usually depend on the type of financial services offered. However, fee types billed by Missionsquare Retirement typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Missionsquare Retirement Brokerage Details
$641,022,740
608
1
$641,022,740
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Stevon Forrester Work History
Stevon has been registered as a financial advisor for 1 years.*
Missionsquare Investment Services
Cerity Partners LLC
Emm Wealth
Aig
U.S. Trust
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stevon Forrester to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Missionsquare Retirement
Washington, DC
Washington, DC
Charlotte, NC
Washington, DC
Elk Grove Village, IL
Washington, DC
Washington, DC
Washington, DC
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
