Unclaimed
Matthew George Foster is a financial advisor with Raymond James Financial Services Advisors, Inc. Matthew has been in the financial services industry since 2014. Matthew holds the Series 66, Series 7 and SIE licenses and is registered with the state of South Carolina. Matthew is also registered with the states of Alabama, Colorado, Connecticut, Florida, Georgia, Michigan, Missouri, New York, North Carolina, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, West Virginia and Wyoming. Matthew is a member of the YMCA of Greenville and is on the board of directors for the organization. Matthew is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
SC
09/06/2024 - Present
Raymond James Financial Services Advisors, Inc. (Greenville SC)
BOTH
Issued 05/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2014
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
Not sure Matthew Foster is the right advisor for you? Invested Better is here to help.