Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Foster is a financial advisor with over 27 years of experience in the industry. Michael is currently registered with Centaurus Financial, Inc. and holds Series 7, 62, 63, 65, and 66 licenses. Previously, Michael worked at various firms including Allen & Company of Florida, Inc., SunTrust Investment Services, Inc., BB&T Investment Services, Inc., CUSO Financial Services, L.P., Edward Jones, Janney Montgomery Scott LLC, CUNA Brokerage Services, Inc., UBS Paine Webber Inc., Smith Barney Inc., Livada Securities, Inc., and Maine Securities Corporation. Michael's areas of specialization include securities, insurance, mutual funds, variable annuities, fixed annuities, retirement planning, and estate planning.
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.
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.
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2
FL
09/14/2016 - Present
Centaurus Financial, Inc. (MELBOURNE BEACH FL)
FL
10/18/2013 - 08/18/2016
ALLEN & COMPANY OF FLORIDA, INC. (VIERA FL)
FL
06/16/2010 - 10/23/2013
SUNTRUST INVESTMENT SERVICES, INC. (MELBOURNE FL)
FL
09/19/2007 - 06/14/2010
BB&T INVESTMENT SERVICES, INC. (MELBOURNE FL)
FL
07/25/2007 - 09/19/2007
CUSO FINANCIAL SERVICES, L.P. (SEBASTIAN FL)
FL
05/01/2007 - 06/26/2007
EDWARD JONES (MELBOURNE BEACH FL)
RI
02/27/2004 - 11/07/2006
JANNEY MONTGOMERY SCOTT LLC (PROVIDENCE RI)
IA
04/04/2002 - 02/27/2004
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NJ
08/14/1998 - 03/21/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
07/18/1995 - 08/27/1998
SMITH BARNEY INC. (NEW YORK NY)
ME
11/02/1994 - 07/18/1995
LIVADA SECURITIES, INC. (PORTLAND ME)
ME
02/18/1994 - 11/08/1994
MAINE SECURITIES CORPORATION (PORTLAND ME)
NA
03/15/1989 - 04/27/1989
PROFILE INVESTMENTS CORPORATION
BOTH
Issued 01/14/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1994
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1989
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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