Unclaimed
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 registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jason has been in the securities industry since December 3, 2002. Jason has a Series 6, Series 7, Series 26, Series 63, and Series 66 license. Jason is also registered with the states of California and Texas. Jason is located in the Santa Rosa, California branch office of Merrill Lynch, Pierce, Fenner & Smith Inc. Jason specializes in retirement planning, college savings, investment management, and estate planning. Jason is also licensed to provide insurance products. Jason has a history of working with individual clients as well as businesses. Jason is a co-owner of rental property in Truckee, California, which he manages outside of his role as a registered representative.
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 5/5/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/8/2010
Series 7 - General Securities Representative Examination
BC
Issued 5/5/1997
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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