Chasen R. Forrest
Professional summary
Chasen Ryder Forrest, who also goes by Chase Forrest, Chasen Forrest, is a registered financial advisor currently at PROVENIO CAPITAL located in Newport Beach, California.
Chasen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Chasen has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Chasen Ryder Forrest's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 8, 2024 - Present
PROVENIO CAPITAL
Office #1: 4400 Macarthur Blvd. Suite 300, Newport Beach, CA 92660December 21, 2023 - January 5, 2024
BEACON POINTE ADVISORS, LLC
December 21, 2023 - April 4, 2024
MARINER INDEPENDENT
January 28, 2021 - February 2, 2022
PLANMEMBER SECURITIES CORPORATION
Primary Firm SEC Registration
PROVENIO CAPITAL
CRD#: 333009 / SEC#: 801-131264
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/8/2024)
Exams
Series 7TO
Date: 11/10/2021
General Securities Representative ExaminationSeries 6TO
Date: 1/27/2021
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
PROVENIO CAPITAL
CRD#: 333009 / SEC#: 801-131264
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 128 |
| AUM (Assets Under Management) | $ 1,642,380,559 |
Red Flags
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