Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cathy? Claim Your ProfileCathy Lynn Foster is an investment advisor representative at Osaic Wealth, Inc. Cathy Lynn Foster is registered with the state of Indiana and has been in the industry since March 5, 2019. Previously, Cathy Lynn Foster worked at Woodbury Financial Services, Inc., InterSecurities, Inc. and Salomon Smith Barney Inc. Cathy Lynn Foster holds Series 7, 7TO, 63, 65 and 66 securities licenses. Cathy Lynn Foster is a Managing Director of Foster Wealth Management, LLC.
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
IN
01/19/2024 - Present
Osaic Wealth, Inc. (TERRE HAUTE IN)
IN
02/01/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (TERRE HAUTE IN)
FL
07/25/2001 - 09/25/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NY
10/15/1999 - 07/10/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 02/22/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/27/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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