Unclaimed
David Foster is a financial professional with over 30 years of experience in the industry. David is currently registered with Park Avenue Securities LLC, where David is a Registered Representative and Investment Advisor Representative. David is also a Registered Representative with the state of Ohio. David has a wide range of experience in the financial services industry, including investment advisory services and financial planning. David has held previous roles with GUARDIAN INVESTOR SERVICES CORPORATION and METROPOLITAN PAINTING CO.. David holds several industry licenses and certifications, including the Series 6 and Series 63 exams. David's areas of specialization include retirement planning, education planning, and investment management.
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.
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
MN
04/04/2021 - Present
Park Avenue Securities LLC (WAYZATA MN)
NY
06/17/1991 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BC
Issued 10/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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