Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Foil? Claim Your ProfileFoil Stafford is a registered representative with Fifth Third Securities, Inc. in Charlotte, North Carolina. Foil has been in the industry since 2018 and has a Series 7, Series 63, Series 6, Series 79, Series 82, Series 99 and Series 22 license. Previously, Foil worked at WELLS FARGO SECURITIES, LLC and VANGUARD MARKETING CORPORATION. Foil's previous work at WELLS FARGO SECURITIES, LLC suggests experience in the financial services industry.
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.
Sponsor wrap fee program
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.
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2
NC
06/27/2023 - Present
Fifth Third Securities, Inc. (CHARLOTTE NC)
NC
05/07/2021 - 06/29/2023
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
NC
11/06/2018 - 02/20/2020
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 11/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 11/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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