Unclaimed
Gregory J Foster is a financial advisor with Equitable Advisors, LLC in Syracuse, New York. Gregory has been in the industry since May 19, 2020, and has passed several industry exams including the Series 7, Series 66 and the SIE Exam. Gregory holds an active registration with FINRA, as well as a state-level registration in New York. Gregory is also registered as an Investment Advisor Representative (IAR) in New York and Arkansas. Gregory has a number of specializations including Retirement Planning, College Savings, Estate Planning, Insurance, and Financial Planning. Gregory has also been active in the community and is the executor of the will for his parents.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
05/18/2021 - Present
Equitable Advisors, LLC (SYRACUSE NY)
BOTH
Issued 07/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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