Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Foster is a financial advisor currently registered with Citizens Securities, Inc. and has been in the financial services industry since August 5, 1991. Prior to joining Citizens Securities, Inc. Jon worked at Charles Schwab & Co., Inc., TD Ameritrade, Inc. and other firms. Jon holds several licenses including Series 3, Series 7, Series 9, Series 10, Series 23, Series 63, and Series 65. Jon is a licensed advisor in Pennsylvania. Jon specializes in portfolio management for individuals and selection of other advisors. Jon also provides financial planning services. Jon has a history of working with individuals, corporations, and high-net-worth individuals. Jon's current firm, Citizens Securities, Inc., manages over $9 billion in assets and has more than 53,000 clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
PA
03/26/2024 - Present
Citizens Securities, Inc. (CONSHOHOCKEN PA)
NJ
10/04/2021 - 06/07/2023
CHARLES SCHWAB & CO., INC. (Marlton NJ)
NJ
08/28/2009 - 06/07/2023
TD AMERITRADE, INC. (Marlton NJ)
NJ
12/15/2006 - 02/09/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (EAST BRUNSWICK NJ)
NJ
07/11/2006 - 12/20/2006
JANNEY MONTGOMERY SCOTT LLC (LINWOOD NJ)
NJ
11/08/1990 - 05/26/2006
MORGAN STANLEY DW INC. (NORTHFIELD NJ)
NA
07/27/1990 - 11/30/1993
VANDERBILT SECURITIES, INC.
NY
10/01/1990 - 11/28/1990
LEGEND MERCHANT GROUP, INC. (NEW YORK NY)
NA
02/16/1990 - 08/01/1990
MLB INVESTMENTS, LTD.
IA
Issued 10/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2007
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 11/23/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/22/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2006
Series 3 - National Commodity Futures Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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