Unclaimed
Harry Daniel Foster is a financial advisor with over 40 years of experience in the financial services industry. Harry is currently registered with Raymond James Financial Services Advisors, Inc., and has held previous positions at Robert Thomas Securities, Inc., Smith Barney, Harris Upham & Co., Incorporated, and J.C. Bradford & Co. Harry's specializations include providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both individuals and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
SC
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (SPARTANBURG SC)
FL
08/31/1987 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
12/14/1982 - 08/28/1987
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
03/23/1981 - 12/13/1982
J.C. BRADFORD & CO.
IA
Issued 01/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/24/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1984
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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