Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Kyle Foshee is a financial advisor with Osaic Wealth, Inc., providing financial advice and investment management services. Andrew has been in the financial industry since May 2020. Andrew has Series 7, 63, and 65 licenses and has been registered with the state of Alabama since March 2024. Andrew works with a wide range of clients including individuals, high net worth individuals, charitable organizations, corporations, and pension plans. Andrew specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
1
2
AL
03/07/2024 - Present
Osaic Wealth, Inc. (BIRMINGHAM AL)
AL
10/27/2020 - 03/07/2024
LPL FINANCIAL LLC (BIRMINGHAM AL)
AL
05/08/2020 - 10/28/2020
PFS INVESTMENTS INC. (HOOVER AL)
IA
Issued 08/14/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/08/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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