Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Eberhardt Foster is a registered representative with Raymond James & Associates, Inc. Joel has been in the financial services industry since April 29, 2003. Joel is licensed to sell securities in Alabama, Florida, Georgia, Pennsylvania, South Carolina, Tennessee and Virginia. Joel is also registered as an Investment Advisor Representative in Georgia. In addition to being a registered representative, Joel is a business owner and serves as a Director for the Georgia Bankers Association. Joel's experience in the financial industry includes working with a variety of clients including individuals, high-net-worth individuals, corporations, businesses, charitable organizations, pension and profit sharing plans, and insurance companies. Joel is committed to providing his clients with the highest quality financial advice and services.
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.
Please see note in schedule d - miscellaneous
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
GA
10/04/2012 - Present
Raymond James & Associates, Inc. (ATLANTA GA)
GA
04/30/2003 - 03/13/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
BOTH
Issued 09/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/11/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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