Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cathy? Claim Your ProfileCathy Foster is a financial advisor with over 20 years of experience in the industry. Cathy is currently registered with Osaic Wealth, Inc. and is licensed in Connecticut, North Carolina and Texas. Prior to joining Osaic Wealth, Inc., Cathy was with FSC Securities Corporation and Advantage Capital Corporation. Cathy holds the Series 7, Series 63 and Series 66 securities licenses and is also a Certified Financial Planner. Cathy specializes in providing financial planning, portfolio management and educational seminars to her clients.
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.
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NC
06/06/2024 - Present
Osaic Wealth, Inc. (CHINA GROVE NC)
NC
02/27/2009 - 11/03/2023
FSC SECURITIES CORPORATION (CHINA GROVE NC)
NC
03/19/2007 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (CHINA GROVE NC)
MA
09/11/2000 - 09/28/2005
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BOTH
Issued 04/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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