Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keary? Claim Your ProfileKeary Lee Foster is an investment advisor representative, registered in Alabama and other states. Keary has been in the industry since 2003 and is currently affiliated with Avantax Advisory Services. Before that, Keary worked for New England Securities and 1st Global Capital Corp.. Keary holds Series 6, Series 63, and Series 65 licenses. In addition to his advisory services, Keary also provides insurance services as an independent insurance agent for Avantax Insurance Agency, LLC. Keary also provides tax and accounting services as the owner of Wealth Management Partners, LLC.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
AL
01/31/2013 - Present
Avantax Advisory Services (Montgomery AL)
TN
08/31/2006 - 02/07/2013
NEW ENGLAND SECURITIES (MEMPHIS TN)
AL
01/11/2005 - 11/11/2005
1ST GLOBAL CAPITAL CORP. (MONTGOMERY AL)
TX
10/28/2004 - 12/31/2004
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
NY
05/29/2002 - 11/08/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 04/28/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Keary Foster is the right advisor for you? Invested Better is here to help.
