Unclaimed
Lisa Foster is a registered representative with Aon Securities LLC, based in Atlanta, GA. Lisa has been in the industry since December 16, 2004 and has experience with both Aon Securities LLC and Clark Securities, Inc. Lisa is currently licensed in Texas. Lisa specializes in the securities industry and holds Series 6, Series 63 and SIE licenses.
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.
Fairness opinions
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.
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2
GA
04/11/2013 - Present
AON Securities LLC (Atlanta GA)
TX
07/27/2004 - 11/19/2012
CLARK SECURITIES, INC. (DALLAS TX)
BC
Issued 08/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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