Unclaimed
Alisa Michelle Foster is an Investment Advisor Representative with The Wealth Consulting Group, a firm with a focus on providing comprehensive financial advice. Alisa specializes in helping individuals, families, and businesses achieve their financial goals. Alisa is committed to providing personalized financial advice and helping clients make informed financial decisions. Alisa's experience includes a diverse range of roles in the financial services and healthcare industries. Alisa holds a Series 65 license and is currently registered as an Investment Advisor Representative in Florida.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
01/01/2025 - Present
THE Wealth Consulting Group (Orlando FL)
IA
Issued 11/09/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Alisa Foster is the right advisor for you? Invested Better is here to help.