• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
ROBERT JAMES FORET
Robert Foret
CRD#: 7609222
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 ADDISON, TX
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 ONE DESTINY WAY
WESTLAKE, TX 76262
Registration History
2022AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct2026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2024 - Present (<1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2022 - Present (2 years)
License(s)

State Registrations

B
Alabama 8/25/2024

B
Nebraska 8/25/2024

B
Alaska 8/25/2024

B
Nevada 8/25/2024

B
Arizona 8/25/2024

B
New Hampshire 8/25/2024

B
Arkansas 8/25/2024

B
New Jersey 8/25/2024

B
California 8/25/2024

B
New Mexico 8/25/2024

B
Colorado 8/25/2024

B
New York 8/25/2024

B
Connecticut 8/25/2024

B
North Carolina 8/25/2024

B
Delaware 8/25/2024

B
North Dakota 8/25/2024

B
District of Columbia 8/25/2024

B
Ohio 8/26/2024

B
Florida 8/25/2024

B
Oklahoma 8/25/2024

B
Georgia 8/25/2024

B
Oregon 8/25/2024

B
Hawaii 8/25/2024

B
Pennsylvania 8/25/2024

B
Idaho 8/25/2024

B
Puerto Rico 8/25/2024

B
Illinois 8/25/2024

B
Rhode Island 8/25/2024

B
Indiana 8/25/2024

B
South Carolina 8/25/2024

B
Iowa 8/25/2024

B
South Dakota 8/25/2024

B
Kansas 8/25/2024

B
Tennessee 8/25/2024

B
Kentucky 8/25/2024

B
Texas 10/14/2022

B
Louisiana 8/25/2024

IA
Texas 8/2/2024

B
Maine 8/25/2024

B
Utah 8/25/2024

B
Maryland 8/25/2024

B
Vermont 8/25/2024

B
Massachusetts 8/25/2024

B
Virginia 8/25/2024

B
Michigan 8/25/2024

B
Washington 8/25/2024

B
Minnesota 8/25/2024

B
West Virginia 8/25/2024

B
Mississippi 8/25/2024

B
Wisconsin 8/25/2024

B
Missouri 8/25/2024

B
Wyoming 8/25/2024

B
Montana 8/25/2024

SRO Registrations

B
FINRA

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
ADDISON, TX
ONE DESTINY WAY, WESTLAKE, TX 76262-8103
Registered with this firm since 8/2/2024

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
ONE DESTINY WAY, WESTLAKE, TX 76262
GRAPEVINE, TX
Registered with this firm since 10/6/2022

For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.