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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Foster is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jason has been in the financial services industry since 2000 and has been with Merrill Lynch since 2010. Jason holds the Series 7, 6, 63 and 66 securities licenses. Jason also holds the Series 26 license. Jason is registered to conduct business in California, Florida, Nevada, and Texas. Jason is experienced in working with high net worth individuals, corporations, and institutions. Jason provides a wide range of financial services, including investment management, financial planning, and retirement planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
10/17/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SANTA ROSA CA)
CA
12/02/2003 - 03/05/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)
MA
12/06/2000 - 08/19/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
05/15/1997 - 04/05/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BOTH
Issued 10/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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