Unclaimed
Matt Foster is a financial advisor who has been in the industry since 2005. Matt is registered with J.p. Morgan Securities LLC in Lake in the Hills, IL. Matt is also a registered investment advisor in Texas and Illinois. Matt has passed several industry exams including the Series 6, 7, 63 and 66 exams. Matt has worked for Chase Investment Services Corp., Banc One Securities Corporation, and J.P. Morgan Securities LLC. Previously, Matt was registered with J.P. Morgan Securities LLC in Schaumburg, IL. Matt is licensed in 23 states. The firm J.p. Morgan Securities LLC is based in New York, NY and has offices in Lake in the Hills, IL. The firm has over 262,000 clients and manages over $249 billion in assets. The firm provides financial planning, pension consulting, selection of other advisers, and portfolio management 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
04/02/2014 - Present
J.p. Morgan Securities LLC (LAKE IN THE HILLS IL)
IL
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SCHAUMBURG IL)
IL
06/15/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 03/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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