Unclaimed
Jason William Foust is a financial advisor with Cetera Investment Advisers LLC. Jason has been in the financial industry since 2010 and has been with Cetera since 2019. Jason is registered with the state of Missouri and holds Series 63, 66 and 7 licenses as well as the SIE. Jason is a financial advisor who provides financial planning, investment management, and retirement planning services to individuals, families and businesses. Jason specializes in helping clients reach their financial goals and is dedicated to providing personalized service.
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
MO
06/29/2023 - Present
Cetera Investment Advisers LLC (LIBERTY MO)
MO
09/01/2016 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (NORTH KANSAS CITY MO)
MO
06/18/2014 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (NORTH KANSAS CITY MO)
NC
07/10/2001 - 06/03/2004
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
IA
08/04/2000 - 06/04/2001
HEARTLAND INVESTMENT ASSOCIATES, INC. (HIAWATHA IA)
BOTH
Issued 8/2/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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