Unclaimed
Michael Craig Foster is a financial advisor working with Tiaa-Cref Individual & Institutional Services, LLC. Michael has been in the financial industry since 1996. Michael is currently registered with the state of Texas as an Investment Advisor Representative. Previously, Michael worked for several firms including ALLSTATE FINANCIAL SERVICES, LLC, CLARK/BARDES FINANCIAL SERVICES, INC., and FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. Michael works with clients in California, Illinois, Kansas, Minnesota, Nevada, Ohio, Texas, Utah, and Wisconsin. Michael holds the Series 6, 7, 63, and 66 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
TX
01/17/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
NE
08/05/2003 - 01/07/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NC
04/10/2002 - 06/10/2003
CLARK/BARDES FINANCIAL SERVICES, INC. (GREENSBORO NC)
RI
03/20/2001 - 05/04/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
01/03/1996 - 04/14/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
RI
07/12/1994 - 12/31/1995
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
10/29/1993 - 07/06/1994
FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)
BOTH
Issued 09/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Foster is the right advisor for you? Invested Better is here to help.