Unclaimed
Amanda Foster is a financial advisor with Cambridge Investment Research Advisors, Inc., a firm based in Fairfield, IA. Amanda has been in the industry since 1997 and has a wide range of experience in the financial services field. Amanda holds several licenses and certifications including Series 6, 7, 24, 63, and 65. Amanda also holds the designation of Certified Financial Planner (CFP). Amanda has been registered in Alabama since 2010 and in Georgia since 2017.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
AL
01/05/2010 - Present
Cambridge Investment Research Advisors, Inc. (Huntsville AL)
AL
08/16/2007 - 01/14/2010
RBC CAPITAL MARKETS CORPORATION (HUNTSVILLE AL)
AL
03/23/2007 - 08/13/2007
UVEST FINANCIAL SERVICES GROUP, INC. (HUNTSVILLE AL)
AL
02/13/2007 - 03/14/2007
MORGAN KEEGAN & COMPANY, INC. (GUNTERSVILLE AL)
AL
04/03/1998 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (ARAB AL)
AL
02/21/1997 - 03/31/1998
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
IA
Issued 09/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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