Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connie? Claim Your ProfileConnie Renae Ellis Foster is a financial advisor with Truist Advisory Services, Inc. in Atlanta, Georgia. Connie has over 20 years of experience in the financial services industry. Connie has a wide range of experience in providing financial advice to individuals, corporations, and institutions. Connie has held Series 4, 7, 24, 63, and 65 licenses. Connie is registered to provide investment advice in 51 states. Connie is also a registered investment advisor representative in Georgia.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
GA
11/28/2016 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
11/10/2015 - 11/16/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
01/16/2014 - 10/21/2015
METLIFE SECURITIES INC. (ATLANTA GA)
GA
01/12/2012 - 01/07/2014
COUNTRY CAPITAL MANAGEMENT COMPANY (DOUGLASVILLE GA)
GA
01/03/2001 - 02/16/2011
E*TRADE SECURITIES LLC (ALPHARETTA GA)
IA
Issued 11/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2002
Series 4 - Registered Options Principal Examination
BC
Issued 05/03/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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