Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Foster is a financial advisor with over 20 years of experience in the industry. He is a CERTIFIED FINANCIAL PLANNER™ professional with expertise in various areas. Christopher is registered with Fidelity Personal And Workplace Advisors and has been actively involved in the financial services industry since 2001. Christopher has held previous positions at HSBC Securities (USA) Inc., USAA Financial Advisors, Inc., Wells Fargo Advisors, LLC, and Chase Investment Services Corp. He is a well-rounded advisor with experience serving individuals, businesses, pension and profit-sharing plans, and charitable organizations.
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.
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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2
NY
04/07/2020 - Present
Fidelity Personal AND Workplace Advisors (SCARSDALE NY)
NY
09/02/2016 - 01/05/2017
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
03/04/2015 - 07/28/2016
USAA FINANCIAL ADVISORS, INC. (NEW YORK NY)
NY
05/04/2010 - 02/18/2015
WELLS FARGO ADVISORS, LLC (TARRYTOWN NY)
NY
01/06/2010 - 03/29/2010
CHASE INVESTMENT SERVICES CORP. (BRONX NY)
NY
06/30/2004 - 12/21/2009
WELLS FARGO ADVISORS, LLC (YONKERS NY)
IL
07/10/2001 - 10/06/2003
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IA
Issued 03/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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