Unclaimed
Gary Foster is a financial advisor with over 20 years of experience in the industry. Gary is currently affiliated with Commonwealth Financial Network. Previously Gary was registered with firms including Raymond James Financial Services, Inc., Pershing Advisor Solutions LLC, Motif, LPL Financial LLC, Purshe Kaplan Sterling Investments and Corporate Securities Group, Inc..
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
09/23/2021 - Present
Commonwealth Financial Network (WALTHAM MA)
NY
02/05/2021 - 08/31/2021
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
SC
01/31/2017 - 11/20/2020
LPL FINANCIAL LLC (FORT MILL SC)
CA
05/06/2015 - 05/24/2016
MOTIF (SAN MATEO CA)
FL
09/25/2009 - 04/29/2015
PERSHING ADVISOR SOLUTIONS LLC (LAKE MARY FL)
FL
06/11/2003 - 07/01/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
02/20/1998 - 06/05/2003
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MO
09/23/1997 - 11/04/1997
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
BC
Issued 09/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/18/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/22/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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