Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Foster is a financial professional with over 25 years of experience in the financial services industry. Craig has worked with J.P. Morgan Securities LLC since 2012 and has previously held positions at Chase Investment Services Corp., Fidelity Brokerage Services LLC, 1717 Capital Management Company, Investment Management & Research, Inc, and Allmerica Investments, Inc. Craig specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Craig holds Series 63, Series 65, Series 7, and SIE licenses. Craig is registered as a broker-dealer in 36 states and as an investment advisor in 2 states.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CT
09/20/2013 - Present
J.p. Morgan Securities LLC (NEW CANAAN CT)
CT
10/15/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW CANAAN CT)
RI
04/10/2000 - 05/15/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
DE
07/06/1998 - 04/13/1999
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
FL
09/16/1997 - 06/01/1998
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
MA
12/21/1995 - 11/05/1996
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NY
01/04/1994 - 10/10/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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