Steve Forrer Email & Phone Number
Financial Planing Counselor @ Fisher Investments
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Steve Forrer Location
- Portland, OR, US
Steve Forrer Work
- Financial Planing Counselor @ (June 2023 - Present)
- Retirement Counselor @ (August 2016 - Present)
- Corporate and Government Retirement Plans Education Specialist @ (September 2005 - July 2016)
- Financial Services @ Legend Equities (March 2004 - August 2005)
- Financial Services @ New England Financial (June 2002 - February 2004)
Steve Forrer Education
- University of Oregon
Bachelors (Business Management and Marketing)
1999-2001
Steve Forrer Skills
- Leadership
- Series 63
- Fiduciary
- Financial Planners
- Public Speaking
- Fixed Annuities
- Insurance
- Retirement Planning
- Sales
- Financial Planning
- Employee Benefit Plan Design
- Portfolio Management
- IRAs
- 529 Plans
- Investments
- Relationship Management
- Small Group Presentations
- Variable Annuities
- Series 6
- Finance
- 401k
- 401K Retirement Savings Plans
- Retirement Plan Consulting
- Asset Allocation
- Financial Services
- 457 Plans
- Wealth Management
- Life Insurance
- Mutual Funds
- FINRA
- 403 b
- High Net Worth Individuals
- Microsoft Office
- Qualified Retirement Plans
- Customer Service
- Personal Finance
- Trading
- Retirement
- Securities
- 401 Retirement Savings Plans
Steve Forrer Summary
- Steve Forrer, based in Portland, OR, US, is currently a Financial Planing Counselor at Fisher Investments. Steve Forrer brings experience from previous roles at Fisher Investments, MassMutual Financial Group, Legend Equities and New England Financial. Steve Forrer holds a 1999 - 2001 Bachelors in Business Management and Marketing @ University of Oregon. With a robust skill set that includes Leadership, Series 63, Fiduciary, Financial Planners, Public Speaking and more. Steve Forrer has 1 emails and 2 mobile phone numbers on RocketReach.
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