Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Edgar Foster is a financial advisor at Fidelity Personal And Workplace Advisors, based in Garden City, NY. Courtney has been in the financial industry since June 14, 1994. Courtney holds several licenses including Series 6, 7, 9, 10, 24, 63, and 66. Courtney has a strong track record of providing financial advice to individuals, families, and businesses.
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
11/29/2022 - Present
Fidelity Personal AND Workplace Advisors (GARDEN CITY NY)
NY
10/12/2006 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (MELVILLE NY)
NY
01/01/2005 - 08/28/2006
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
NY
06/19/2000 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
01/21/1998 - 06/19/2000
REPUBLIC FINANCIAL SERVICES CORPORATION (NEW YORK NY)
MA
07/31/1996 - 01/12/1998
JMC FINANCIAL CORPORATION (BOSTON MA)
MA
08/27/1993 - 02/14/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/27/1993 - 02/14/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 03/31/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/05/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/22/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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