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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elyse? Claim Your ProfileElyse Dolph Foster is a financial advisor with over 30 years of experience in the industry. Elyse is a Certified Financial Planner™ professional and is currently registered with MAI Capital Management, LLC in Boulder, CO. Elyse has previously worked at TRIAD ADVISORS, INC. and KEOGLER, MORGAN & COMPANY, INC. among others. Elyse's specialties include portfolio management for individuals, families, and businesses. Elyse provides financial planning and investment management services to a wide range of clients, including high-net-worth individuals, families, businesses, 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.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
CO
05/15/2024 - Present
MAI Capital Management, LLC (Boulder CO)
CO
06/15/1998 - 07/02/2012
TRIAD ADVISORS, INC. (BOULDER CO)
GA
12/10/1997 - 07/16/1998
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
AZ
01/31/1997 - 11/04/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
04/21/1988 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NA
07/23/1986 - 04/26/1988
LEARNED & COMPANY, INC.
NA
10/20/1982 - 06/16/1986
FSC SECURITIES CORPORATION
BC
Issued 10/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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