Neltrice Forrester
Neltrice Forrester is a registered investment advisor, based in Palm Beach Gardens, FL, with 29 years of industry experience.
Location
Palm Beach Gardens, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Neltrice is an independent insurance agent selling various insurance products, including fixed and equity indexed annuities and life insurance, through multiple companies. She also sells and rents real estate, and owns a tax preparation business, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Wma Securities, INC.Broker
State Registrations13 states
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