Unclaimed
Matthew Haas Foster is an investment advisor representative with Park Place Capital Corp. and has been in the industry since 2008. Matthew Haas Foster has a combined 15 years of experience in the financial services industry. Matthew Haas Foster is registered with FINRA and the state of Alabama. Matthew Haas Foster holds the Series 6, 7, 50, and 63 licenses. Matthew Haas Foster specializes in providing financial planning, portfolio management, and pension consulting services to individual and institutional clients. Matthew Haas Foster also holds the designation of Chartered Financial Analyst.
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.
Strategic management for diversified investment portfolios.
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.
1
2
AL
01/16/2024 - Present
Park Place Capital Corp. (HOMEWOOD AL)
AL
01/08/2013 - 09/01/2017
LPL FINANCIAL LLC (BIRMINGHAM AL)
NC
07/07/2010 - 11/28/2011
JBS LIBERTY SECURITIES, INC. (KANNAPOLIS NC)
AL
07/09/2008 - 12/03/2010
NBC SECURITIES, INC. (BIRMINGHAM AL)
TN
07/03/2003 - 07/24/2006
SUNTRUST INVESTMENT SERVICES, INC. (CHATTANOOGA TN)
MO
02/05/2002 - 05/21/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 05/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 04/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Foster is the right advisor for you? Invested Better is here to help.